Halcyon Investment Advisor provides investment portfolio management on a discretionary or non-discretionary basis, and financial planning services on an hourly fee basis. They also offer family office services to high-net-worth and ultra-high-net-worth families. Halcyon may consult with existing clients on other financial related matters, such as estate planning, education funding, and charitable giving.
Assets Under Management$50M
Clients73
Advisors3
Avg. per Client$680K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$1.2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.70% |
Fees and payment methods may be negotiable based on factors such as the client’s financial situation and circumstances, the amount of assets under management, investment strategies, and the overall complexity of the services provided. Comparable services may be available at lower fees from other sources.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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