Haldorson & Pincombe Investment Advisors, Inc. offers ongoing investment advice and manages client funds based on individual needs. They work with individuals, trusts, estates, charitable organizations, and other business entities. The firm creates and manages portfolios based on a client's personal investment policy, which is developed through discussions to establish goals and objectives. They manage accounts on a discretionary basis, guided by the client's objectives.
Assets Under Management$18M
Clients252
Advisors1
Avg. per Client$73K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on various criteria. Discounts may be offered to family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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