Halbert Wealth Management Fees & Minimum

Overview

Headquarters: Austin, TX
Total Firm Assets: $211 million
Average High-Net-Worth Client Portfolio Size: $1.1 million

Fee Disclosure

Source: ADV 2A BROCHURE (2026-09-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$2,000,000	1.00%
$2,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	Negotiable	Negotiable
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 53.81%
Number of High-Net-Worth Clients: 106
Total Client Accounts: 602
Discretionary Accounts: 467
Non-Discretionary Accounts: 135

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 108294

ADV 2A BROCHURE (2026-09-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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