Debi
Halbert
Halbert Wealth Management, Inc
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About this Advisor
Debi Halbert is a financial advisor working out of Austin, Texas with a total of 28 years of industry experience. Halbert is currently employed by Halbert Wealth Management, Inc. Throughout their career, Halbert has worked at Halbert Wealth Management, Inc, Profutures, Inc, Profutures Fund Management, Inc, Profutures, Inc Dba/ Vector Signals and Pensionmark Financial Group. Halbert holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Halbert Wealth Management, Inc is an advisory business that has its headquarters in Austin, TX. It controls $153 million in total assets between its 657 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 657 customer accounts, 30% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and selection of other advisers. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees billed by Halbert Wealth Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Halbert Wealth Management, Inc Brokerage Details
$153,164,672
5
657
$233,127
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
Debi Halbert Work History
Debi has been registered as a financial advisor for 28 years.*
Profutures, Inc Dba/ Vector Signals
Pensionmark Financial Group
Halbert Wealth Management, Inc
Profutures,Inc
Profutures Fund Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Debi Halbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Halbert Wealth Management, Inc
Austin, TX
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