Halyard Financial, LLC manages investment portfolios and offers financial planning services. Investment management is tailored to individual client needs and goals. Financial planning services are offered on an hourly basis or through a comprehensive plan with ongoing monitoring and updates. Planning covers areas like retirement, risk management, college savings, and estate planning.
Assets Under Management$23M
Clients46
Advisors1
Avg. per Client$510K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Legacy Clients may be billed according to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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