Houten Haley Financial offers investment advice and creates custom investment plans for individuals and high net worth individuals. They work with clients to understand their goals, risk tolerance, and financial situation. Houten Haley Financial also provides financial planning services covering areas like retirement, education, and personal savings. Clients are not required to implement the advisor's recommendations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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