Haland Wealth Management offers investment management and financial planning services to individuals, high net-worth individuals, and pension/profit sharing plans. The firm develops personalized investment plans and manages portfolios based on client goals and risk tolerance. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax preparation. Haland Wealth Management may recommend outside investment managers.
Fee Structure
Haland Wealth Management's annual investment management fee ranges from $4,800 to $40,000. The final fee depends on the client's specific needs, complexity, time, research, and resources required. Fees are paid quarterly in advance. If an outside manager is used, the fee includes the outside manager's fee.