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Articles from Our Experts
10 Questions to Ask Before Hiring a Financial Advisor
Because your selection of the right advisor is a critical life decision, be sure to ask tough questions before making that commitment. Click here for 10 questions worth asking.
How We Charge
Investment Advisory Fees
Our investment advisory fees are deducted quarterly in arrears from your 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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