Michael Haykin Investment Advisor is a father-son run business that provides investment advice to individuals and trusts. Michael Haykin has owned the business since 1988. The firm manages accounts on a discretionary basis, tailoring advice to each client's specific needs through individual security selection. They invest in common and preferred stocks, warrants, ADRs, mutual funds, exchange traded funds, fixed income securities, and covered calls.
Assets Under Management$100M
Clients59
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.90% |
| $200K - $300K | 0.80% |
| $300K+ | 0.65% |
The fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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