Mary Hale is a registered investment advisor at Bankers Life Advisory Services, INC., based in Brea, CA, with 10 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
3030 Saturn Street, Suite 206, Brea, CA, 92821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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