Halbert Wealth Management provides investment management services, focusing on active management strategies with risk management. They offer both discretionary and non-discretionary strategies. For discretionary strategies, Halbert Wealth manages investments directly. For non-discretionary strategies, they recommend third-party investment advisors. Halbert Wealth also provides financial planning advice. Halbert Wealth was acquired by Wellesley Asset Management, Inc. (WAM) but continues to operate under its own name.
Assets Under Management$210M
Clients284
Advisors4
Avg. per Client$740K
Avg. per Advisor$53M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000. Underlying money manager fees (0.20% to 1.0%) may be added to the Halbert Wealth fee. Halbert Wealth also maintains a different fee structure for the HWM Alpha Advantage Strategy.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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