Caden Brown is a registered investment advisor at Halbert Wealth Management, INC, based in Austin, TX. Caden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 284 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for amounts over $2,000,000 are negotiable. The firm also offers the HWM Alpha Advantage Strategy with a separate fee schedule (2.50% down to 2.00%) and non-discretionary strategies with management fees ranging from 0.99% to 2.50%.
Fee Estimator
Location
9433 Bee Cave Rd, Bldg. 1, Ste 200, Austin, TX, 78733
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Halbert Wealth Management, INC
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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