Haire Wealth Management, Inc. offers ongoing investment management, financial planning, consulting, and retirement plan services. Led by Robin Haire, the firm manages investment portfolios using strategic and tactical asset allocation tailored to each client's specific objectives and financial plan. Before managing investments, Haire Wealth Management generally requires new clients to engage the firm for a comprehensive financial plan. The firm primarily recommends LPL Financial as the broker-dealer and custodian for client assets. Services cover a wide range of investment types, including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm emphasizes personalized advice and ongoing portfolio reviews, while operating under regulatory requirements as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiated individually with each client up to a maximum of 1.35% annually, and are deducted quarterly in advance.