Hales Tax Solutions refers clients to third-party money managers for investment management services. Hales Tax Solutions helps clients identify their risk tolerance and investment objectives and recommends third-party money managers. Hales Tax Solutions also offers seminars on financial planning topics. Hales Tax Solutions does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Hales Tax Solutions does not directly manage your investments. Instead, they connect you with third-party money managers. These managers charge fees for managing your investments. Hales Tax Solutions receives a portion of the fee you pay to the third-party manager, ranging from 0.20% to 0.40% of your assets. Your total advisory fee will never exceed 1.5%.
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