Edward Haro Financial, LLC offers portfolio management tailored to individual client goals and risk tolerance. They also provide advanced options trading strategies. Financial planning covers investment, insurance, tax, retirement, education, debt, budget, goal, and estate planning. Clients can restrict investments based on their values, but EHF may terminate the relationship if restrictions hinder service.
Assets Under Management$17M
Clients144
Advisors2
Avg. per Client$120K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $40K | 2.00% |
| $40K - $100K | 1.80% |
| $100K - $500K | 1.60% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable based on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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