Manuel Garcia is a registered investment advisor at Halbert Wealth Management, INC, based in Austin, TX, with 13 years of industry experience. Manuel 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
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Manuel is a non-variable insurance agent since 2022, focusing on sales and service, and a mortgage broker since 2023, originating mortgage loans. Both activities take a few hours per week.
Employment History
Current Registrations
Halbert Wealth Management, INC
Previous Registrations
Pensionmark Securities, LLCBroker
World Investment Advisors, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Crossmark Global Investments, INC.
Crossmark Distributors, INC.Broker
Aig Capital Services, INC.Broker
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Pruco Securities, LLC.Broker
Northwestern Mutual Investment Services, LLCBroker
Invesco Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.