Hale Financial Solutions manages investment portfolios and provides financial planning services. Financial planning covers areas like budgeting, debt management, investment planning, retirement, education, insurance, tax, and estate planning. For investment management, Hale Financial Solutions may use Betterment for Advisors, a digital wealth management platform.
Assets Under Management$18M
Clients113
Advisors1
Avg. per Client$160K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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