Halley Hill Wealth Management offers financial planning on topics like cash flow, retirement, and estate planning. They also manage investment portfolios. The firm conducts an initial interview to discuss your situation and goals. If you choose to work with them, you'll sign an agreement and provide financial documents. They offer broad-based and modular financial planning, educational workshops, and portfolio management services.
Assets Under Management$18M
Clients15
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$18M
Fee Structure
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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