Haykin Wealth Management, founded in 2020, provides investment management services. The firm tailors its advice to each client's specific goals and needs through individually selected securities. All accounts are managed on a discretionary basis. Clients can place limits on the types of investments for their accounts.
Assets Under Management$15M
Clients45
Advisors2
Avg. per Client$340K
Avg. per Advisor$7.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.90% |
| $200K - $300K | 0.80% |
| $300K+ | 0.65% |
The fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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