Haynie Wealth Management offers wealth management services to individuals, high net worth individuals, trusts, estates, and small businesses. These services include managing investment portfolios and providing financial planning. Haynie Wealth creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning is included as part of the overall wealth management engagement.
Assets Under Management$110M
Clients156
Advisors3
Avg. per Client$680K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Fees do not include fees paid to the Investment Platform, not to exceed an annual rate of 0.25%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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