Haney Capital Management (HCM) is an investment advisory firm offering both discretionary and non-discretionary investment management services. HCM specializes in exchange-listed securities, securities traded over-the-counter, exchange traded funds (ETFs), and mutual funds. HCM also provides investment consulting services based on specific requests from the client. This service is limited to specific issues identified by the client and does not include continuous and regular management of client assets.
Fee Structure
Haney Capital Management's fee for ongoing investment management is based on the value of your portfolio. The specific percentage is negotiable and not tied to account size. Fees are paid quarterly, in advance, and calculated based on the average value of your portfolio at the end of each month for the prior three months.