HALTER FERGUSON FINANCIAL INC
Carmel, Indiana
5.0
52 Reviews
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 ...
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Assets Under Mgmt

$266.71M

Investment Professionals

8

Locations

0

% 401K & Individual

27%

% Discretionary

100%
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
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