Haas Capital Management, owned by W. Rob Haas, helps clients determine the right mix of investments like stocks and bonds. For US stocks, Haas Capital buys individual stocks. For bonds and international stocks, they use exchange-traded funds (ETFs). Haas Capital then manages these investments for clients, making trades as needed based on their strategies. As of January 1, 2026, Haas Capital managed about $9.7 million in client investments.
Assets Under Management$9.7M
Clients11
Advisors1
Avg. per Client$880K
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable to as low as 0.65%.
Fee Estimator
Your Portfolio Value
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