Haney Capital Management is an investment advisory firm located in Dana Point, California, owned and operated solely by Eric T. Haney. Founded in 2013, the firm offers both discretionary and non-discretionary investment management services, tailoring its recommendations to each client's individual objectives and risk tolerance. Haney Capital Management primarily uses fundamental analysis to select investments, focusing on exchange-listed securities, over-the-counter securities, exchange-traded funds, and mutual funds. In addition to continuous portfolio management, Haney Capital Management provides project-based investment consulting services for specific client requests. The firm prides itself on operating as a fee-only practice, meaning compensation comes solely from direct client fees without commissions or outside product sales, ensuring that advice remains aligned with the client's best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are based on assets under management and are negotiable without regard to account size, though a specific percentage schedule is not explicitly detailed in the brochure.