Halter Ferguson Financial Inc
HALTER FERGUSON FINANCIAL INC, based out of Carmel, IN, is a local investment advisory firm catering to high net worth individuals. With over 180 individual clients and assets under management totaling over $266,707,000, the firm offers comprehensive financial services to meet the diverse needs of its clientele.
As an established player in the financial industry, Halter Ferguson Financial Inc has built a strong reputation for its expertise in managing discretionary assets. While the firm primarily focuses on high net worth individuals, it also possesses the capability to effectively handle employer funds, although such accounts ...see more
Assets Under Mgmt
$266.71M
Investment Professionals
8
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Halter Ferguson Financial Inc
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