Halieus Investment Advisors manages investments, primarily individual bonds and equities, for tax efficiency. They create personalized investment plans based on client goals, risk tolerance, and time horizon. Halieus also offers financial planning services covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies.
Assets Under Management$1.3M
Clients4
Advisors1
Avg. per Client$330K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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