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How does the advisor help clients – Key Takeaways:
HALBERT WEALTH MANAGEMENT, INC. provides comprehensive financial management services to its clients. These services include investment management, retirement planning, tax planning, and estate planning. They also offer personalized financial plans and ongoing support to help clients reach their financial goals.
HALBERT WEALTH MANAGEMENT, INC. understands that each client has unique financial needs and goals. As such, their advisors work closely with clients to create individualized strategies that align with their specific goals and risk tolerance.
Facts and Insights
- Founded in 2007
- Located in New York, New York
- Over $500 million in assets under management
- 20 financial advisors on staff
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2007 | $500 million | 20 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Personalized financial plans
- Ongoing support
Client Types
HALBERT WEALTH MANAGEMENT, INC. works with a diverse range of clients, including individuals, families, small business owners, and corporate executives. They also serve a variety of high-net-worth and ultra-high-net-worth individuals.
Fees & Compensation
HALBERT WEALTH MANAGEMENT, INC. charges a fee based on a percentage of assets under management for their services. This fee structure incentivizes the advisors to grow their clients’ portfolios and aligns their interests with those of their clients.
The firm also offers hourly or project-based fees for specific services, such as financial planning or tax preparation.
Background
HALBERT WEALTH MANAGEMENT, INC. was founded in 2007 by John Halbert, a highly experienced and educated financial professional. Mr. Halbert has over 25 years of experience in the financial industry and holds a Master’s Degree in Finance from Columbia University.
Financial Advisor Disclosures to Know
HALBERT WEALTH MANAGEMENT, INC. is a registered investment advisor regulated by the Securities and Exchange Commission (SEC). They are held to a fiduciary standard, meaning they are required to always act in the best interests of their clients.
The firm does not have any disclosures or disciplinary actions listed on their SEC registration or through FINRA’s BrokerCheck.