Assets Under Management
$72.8M
Number of Clients
Not reported
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)
Halbert Wealth Management offers discretionary and non-discretionary investment strategies, focusing on active money management and risk management. They recommend third-party investment advisors and may provide financial plans. They specialize in investment, finance, risk management, and retirement planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for amounts over $2,000,000.
9433 Bee Cave Rd, Suite 3-201, Austin, TX, 78733