Allan von Halle offers financial planning and investment management services. They work with individuals, trusts, estates, and businesses. Allan von Halle creates investment plans using exchange traded funds, individual stocks or bonds, and mutual funds. They review accounts at least weekly and rebalance as needed. Clients should notify Allan von Halle of any significant changes to their financial situation.
Assets Under Management$8.2M
Clients5
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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