Halberstadt Financial Consultants provides continuous investment management and personalized financial planning services. The firm builds customized portfolios tailored to each client's specific goals, risk tolerance, and time horizon, utilizing individual stocks, bonds, exchange-traded funds, and mutual funds. Portfolios can be managed directly by the firm or on a non-discretionary basis where clients approve trades in advance. In addition to investment management, Halberstadt Financial offers comprehensive financial planning covering retirement strategies, tax and cash flow planning, education funding, estate information, and insurance needs. The firm also provides standalone consulting on specific financial topics. Led by Certified Public Accountants and Certified Financial Planners, Halberstadt Financial serves individuals, retirement plans, trusts, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.33% |
Fees are paid quarterly in advance. The minimum annual fee is $4,000. Fees may be negotiated based on account size or additional services.
