Spencer Wright is a registered investment advisor at Halbert Wealth Management, INC, based in Austin, TX, with 26 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 284 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000. Underlying money manager fees (0.20% to 1.0%) may be added to the Halbert Wealth fee. Halbert Wealth also maintains a different fee structure for the HWM Alpha Advantage Strategy.
Fee Estimator
Location
9433 Bee Cave Rd, Suite 3-201, Austin, TX, 78733
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Halbert Wealth Management, INC
Previous Registrations
World Investment Advisors, LLC
Halbert Wealth Management, INC
State Registrations1 state
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