Call us at: 239-939-3235.
Click here for our address and a map of our location.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Florida or if you are not a Florida resident we will take the necessary action to comply with the security laws of your state.
Fee-based advisory services are offered through Haisman Wealth Management, Inc., a registered investment advisor. Haisman Wealth Management, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements.
How We Charge
Investment Advisory Fees
Our investment advisory fees are deducted quarterly in arrears from each asset management account as follows.
Our minimum quarterly investment advisory fee is $2,500.
There is an initial paperwork set-up fee of up to $500.00 per account
See the Haisman Wealth Management, Inc. Form ADV Part II (click to view) & Capital Allocation Service-Client Agreement for further details
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