Haisman Wealth Management, Inc. (Fort Myers)

Haisman Wealth Management, Inc. is an adviser based in Fort Myers. It manages $33.72 million of regulatory assets for 208 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

Haisman Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and buy & hold - non-discretionary.. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Haisman Wealth Management: assets under management

The assets under management (AUM) of Haisman Wealth Management, Inc. is $33.72 million. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.71 million in discretionary accounts and $7.3 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Haisman Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Haisman Wealth Management, Inc.

Donald Leo Haisman has been acting as President since 1 Jun 1998. Laura S Mock joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Leo Haisman	President	1 Jun 1998	75% - 100%	808859
Barbara Heerlyn	Chief compliance officer	1 Jun 2004	Other	2536520
Catherine M Jackson	Chief compliance officer/director of research	1 Jul 2008	Other	872994
Laura S Mock	Chief compliance officer	1 Jul 2010	Other	5492100

Based in Fort Myers

The principal office where Haisman Wealth Management, Inc. performs its advisory services is located at 6830 Porto Fino Circle, Fort Myers, FL 33912, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.