Halbert Wealth Management, Inc

Halbert Wealth Management, Inc., established in 1995 by Gary and Debi Halbert, is an SEC registered Investment Advisory firm offering services nationwide. The firm specializes in active money management and risk management, with three main business groups: AdvisorLink, Managed Strategies, and the HWM Alpha Advantage Strategy. Clients can invest in various assets, including mutual funds, stocks, bonds, ETFs, and options. Halbert Wealth operates as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm's total assets under management as of December 31, 2022, were approximately $88.4 million in discretionary assets and $64.7 million in non-discretionary assets. For fees, AdvisorLink charges 1.75% to 2.50% of assets under management, while Managed Strategies charges 1.25% for the first $500,000 and 1.0% for $500,001 to $2,000,000. The HWM Alpha Advantage Strategy fee is 2.50% for the first $1,000,000. Halbert Wealth does not offer performance-based fees. The firm serves individuals, high net worth individuals, IRAs, trusts, and may extend services to other entities. Minimum program investments range from $50,000 to $1,000,000. Clients have investment discretion in AdvisorLink, while Halbert Wealth exercises discretion in Managed Strategies and the HWM Alpha Advantage Strategy. The firm does not vote proxies on behalf of clients. Halbert Wealth has no financial commitments impairing its ability to meet client obligations. For more detailed information, clients can refer to the firm's ADV Part 2 or additional offering materials.