Halbert Wealth Management is a registered investment advisor that offers active money management and risk-managed investment strategies for individual investors, high-net-worth clients, retirement accounts, and trusts. The firm operates under two main approaches: discretionary strategies—where Halbert Wealth manages portfolios directly, including its proprietary HWM Alpha Advantage strategy—and non-discretionary strategies, where the firm researches and recommends third-party investment managers. Halbert Wealth focuses on active management, tactical strategies, sector rotation, and risk mitigation using various financial instruments such as mutual funds, exchange-traded funds, stocks, bonds, options, and interval funds. As an extension of its services, the firm may also provide written financial plans to help clients achieve their goals. Halbert Wealth is a wholly owned subsidiary of Wellesley Asset 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%.