James Hallett
James Hallett is a registered investment advisor at Hallett Advisors, based in Bellingham, WA, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 307 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual portfolio management fee is up to 1.00% of your portfolio, billed quarterly in advance or arrears. Fees are negotiable.
Fee Estimator
Location
Bellingham, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business ActivitiesSells Insurance
James is an independent insurance agent for various companies. He also serves as a board member for the N Olympic Youth Center, refers clients to mortgage services at Everbank Advisor Services, and works as a freelance writer for Olympic Publishing, dedicating minimal time to each of these non-investment related activities.
Employment History
Current Registrations
Hallett Advisors
Previous Registrations
First Allied Securities, INC.
Hallett Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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