Halberstadt Financial Consultants provides investment advice and manages portfolios for individuals and institutions. They create personalized investment plans based on your goals and risk tolerance, and can manage your investments with or without your direct input on each trade. They also offer financial planning services covering budgeting, education funding, tax planning, retirement planning, and estate planning. Clients can also receive consulting services on specific financial topics.
Assets Under Management$150M
Clients163
Advisors4
Avg. per Client$920K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.33% |
Minimum annual fee of $4,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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