Halter Ferguson Financial provides financial planning and investment advisory services to individuals and businesses. The firm offers discretionary portfolio management, where they make investment decisions on your behalf. They also manage concentrated investments with options strategies for specific clients. Halter Ferguson Financial uses a third-party platform to manage held-away assets like 401(k)s and HSAs.
Assets Under Management$490M
Clients274
Advisors5
Avg. per Client$1.8M
Avg. per Advisor$98M
www.folkd.com/user/halterferguson ·teslamotorsclub.com/tmc/members/paydirt76.137352 ·slashdot.org/~halterferguson
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Minimum client relationship size is generally $1,000,000, but this amount is negotiable. For clients with concentrated investments using options strategies, the fee schedule is: - First $5,000,000 — 1.00% per year - Over $5,000,000 — 0.50% per year
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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