Advisor at Halieus Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Halieus Investment Advisors
Location
Broadway, VA 22815
Credentials
Series 65
Industry experience
9 years
Educational classes or workshops fees range from $25 to $150 per class.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% Over $5,000,000+: 0.65%
Financial Planning: $150 per hour (negotiable); Consulting Services: $150 to $300 per hour; Educational Classes: $75 to $150 per hour; Teaching for traders, institutional clients and advisors on hourly negotiated basis.
Fee-only: Fees are directly debited or paid by check; no commissions received; fee-only investment adviser.
Halieus Investment Advisors, LLC
2015 - Present (11 years)
Horizon Accountants
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Harrisonburg, VA
Edward Jones
Series 63, Series 66
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Edward Jones
CFP®, Series 66
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Edward Jones
Series 66
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Crestone Financial Advisors, LLC
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BPD Wealth Management LLC
CFA®, Series 63, Series 65
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Graves Light Lenhart
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