Halcyon Global Advisors manages investment portfolios and offers financial planning and consulting services. Financial planning covers areas like taxes, retirement, and investments. Halcyon also sponsors a wrap fee program. Client-specific plans are based on individual investment policy statements, which outline financial situations and risk tolerance.
Assets Under Management$220M
Clients154
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Halcyon may also use performance-based fees for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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