Halo Investment Services, LLC
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Overview
Halo Investment Services, LLC is located at 1129 Northern Blvd., Manhasset, NY. The firm employs 15 financial advisors to manage client portfolios and provide financial guidance. Halo Investment Services, LLC is not a registered broker-dealer.
Halo Investment Services, LLC oversees $31.2 million in assets under management across 2 accounts, both of which are discretionary. The services offered include the selection of other advisers and other services. The firm operates on an asset-based fee structure and maintains affiliations with a broker-dealer or securities dealer.
Halo Investment Services, LLC is registered in the states of California, Colorado, Florida, Illinois, Minnesota, New Jersey, and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Halo Investment Services, LLC by the Numbers
$31.2 million
15
2
$15.6 million
Products and Services
Services offered by Halo Investment Services, LLC can include selection of other advisers and other services. However, Halo Investment Services, LLC did not provide financial planning services to any of its customers in the previous fiscal year. The Company is not engaged in selling products or offering services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice largely vary depending on which service is offered. Fees billed by Halo Investment Services, LLC typically consist of the following fee structure: asset-based.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Halo Investment Services, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Halo Investment Services, LLC
Chicago, IL
Manhasset, NY
Chicago, IL
Chicago, IL
Chicago, IL
Florence, NJ
Chicago, IL
Manhasset, NY
Manhasset, NY
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