Haas Financial Services Inc specializes in active investment management and provides personalized financial planning to individuals, trusts, estates, and small businesses. Advice includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm provides advisory services on both a fee and commission basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset Management Fees are NOT NEGOTIABLE. The minimum account size is $50,000 of assets under management, which equates to an annual fee of $500. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management.