Haynie Wealth Management is a registered investment advisor based in Salt Lake City, Utah, providing personalized wealth management services to individuals, high net worth individuals, trusts, estates, and small businesses. Haynie Wealth Management focuses on building customized investment portfolios using low-cost, diversified mutual funds and exchange-traded funds, alongside individual stocks, bonds, options, and real estate investment trusts. The firm uses a long-term fundamental analysis approach to help clients achieve their financial goals. Comprehensive financial planning is provided as a complementary part of the wealth management engagement, covering areas such as asset allocation, cash flow, retirement income planning, tax strategies, and estate planning. Haynie Wealth Management is legally required to act in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
High-yield cash accounts are billed at a flat annual rate of 0.35%. Fees may be negotiable at the sole discretion of the Advisor. An additional platform fee of up to 0.25% applies.