Haysley Financial Services manages investment portfolios and provides personalized financial planning for individuals, families, and businesses. Haysley Financial Services offers both discretionary portfolio management and non-discretionary portfolio monitoring services using a mix of stocks, bonds, mutual funds, and exchange-traded funds based on Modern Portfolio Theory. The firm also creates comprehensive and targeted financial plans covering retirement, taxes, estate planning, education, insurance, and real estate. Haysley Financial Services tailors its strategies to each client's unique values and long-term goals while focusing on risk management and asset allocation.
Fee Structure
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 are negotiable based on the size and complexity of the portfolio. Subject to a $1,000 minimum annual fee.