Haas Investment Management provides financial planning and consulting services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Haas Investment Management helps clients with income planning, retirement planning, investment advice, tax planning, and estate planning. The firm does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan - Negotiable fixed fee up to $2,500, depending on complexity and client needs. This includes a review of wills, estate plans/trusts, investments, taxes, and insurance.
- Hourly financial planning - $200 per hour, depending on complexity and client needs. Clients will receive recommendations in writing.
One-Time Plan:Up to $2,500
Hourly Rate:$200/hr
Loading...