Halyard Financial operates under a transparent fee structure. We quote you a dollar fee instead of hiding behind a % calculation. We are confident in the value we provide and believe being upfront about pricing is essential to establishing trust.
Halyard Financial is a fee-only financial planning firm. This simply means we will never make commissions or receive referral kickbacks. The only way we make money is through a fixed annual fee that we agree upon in advance.
Our fee calculation is based on your investable assets. We are the first to acknowledge this isn’t the most unbiased way to calculate a fee but it is simple, transparent, and easy to calculate.
All investable assets within a tier are charged at a certain rate. Once you reach the next tier, the fee on those additional assets are lower. Our current minimum annual fee is $6,000/yr or $500/mo, so if your calculation falls below $6,000, then your fee is the minimum.
| Assets | $1M | $1M – $5M | $5M+ |
| Fee Rate | 1.00% | 0.50% | 0.25% |
Here is a calculator to help you estimate your fee:
To really drive home the calculation, let’s say you have $1,400,000 at the start of working with us. The calculation is as follows: ($1,000,000 * 1.00% + $400,000 * 0.50%) = $12,000/yr or $1,000/mo.
This fee can be taken directly from your investment accounts or paid from your bank. We will help you setup whichever payment structure that makes sense and reduces your taxes.
If you would like to setup a time to talk about how we could work together and to see if we would be a fit for your needs, please use the scheduling calendar below: