Michael Haykin is an independent investment advisory firm operated as a father-son team with over $124 million in assets under management. The firm specializes in managing investment portfolios for individuals and trusts using a contrarian value investment philosophy. Michael Haykin tailors its advice to each client through individual selections of securities, including stocks, mutual funds, exchange-traded funds, fixed income securities, and covered calls. The firm operates on a discretionary basis, meaning the advisors make trades on your behalf without needing to ask permission for every transaction. Michael Haykin focuses purely on portfolio management rather than comprehensive financial planning, and does not maintain account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.90% |
| $200K - $300K | 0.80% |
| $300K+ | 0.65% |
Fees are not negotiable. Billed yearly based on average quarterly balances.