Haberkorn Financial Services, Inc. offers investment management services tailored to clients' goals, risk tolerance, and financial circumstances. They primarily invest in exchange-listed securities, ETFs, over-the-counter securities, foreign securities, corporate debt, certificates of deposit, municipal securities, mutual funds, and U.S. government securities. The firm also provides accounting and tax services through Dennis J. Haberkorn, a Certified Public Accountant.
Assets Under Management$28M
Clients32
Advisors1
Avg. per Client$890K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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