Haslet Advisors offers investment advisory services to individuals and other client types. As a fiduciary, Haslet Advisors aims to act in the client's best interest by understanding their financial situation, goals, and risk tolerance. Services include comprehensive portfolio management, which may involve using a third-party sub-advisor, and standalone financial planning and consulting covering various areas like retirement, estate, and tax planning. Clients have the discretion to implement recommendations.
Fee Structure
Haslet Advisors offers comprehensive portfolio management where they manage your investments and provide financial planning. The annual fee will not exceed 1.50% and is charged quarterly in advance. There is a $2,500 minimum quarterly fee. Fees are negotiable and deducted from client accounts.