Halo Capital Management provides investment management services where they make investment decisions for clients. They create customized portfolios based on a client's financial goals, risk tolerance, and objectives. Halo Capital Management primarily uses mutual funds and exchange-traded funds (ETFs) to diversify portfolios. They also offer customized portfolios for high-net-worth individuals and institutions.
Assets Under Management$42M
Clients51
Advisors1
Avg. per Client$830K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.50% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee may be negotiable on a case-by-case basis. For "qualified clients", Halo Capital Management also charges a performance fee ranging from 20% to 25% of net realized and unrealized gain, in addition to an asset management fee ranging from 0.25% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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