Haysley Financial Services manages wealth by providing investment management and financial planning services. Investment management includes portfolio management using stocks, bonds, mutual funds, and exchange-traded funds. They also offer portfolio monitoring, where they recommend third-party money managers. Financial planning covers various areas like personal finance, education, taxes, estate, retirement, investments, real estate, and insurance. Haysley Financial Services aims to help clients achieve their financial goals by making fiscally responsible decisions.
Assets Under Management$12M
Clients30
Advisors1
Avg. per Client$400K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees may be negotiable within each tier on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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