Haas Financial offers investment management services, creating customized portfolios using stocks, ETFs, and mutual funds. They also offer financial planning services covering areas like retirement, education, and insurance needs. Haas Financial may recommend unaffiliated investment managers, performing due diligence to ensure alignment with client goals. As a fiduciary, Haas Financial is legally required to act in your best interest.
Assets Under Management$98M
Clients138
Advisors1
Avg. per Client$710K
Avg. per Advisor$98M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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