Tripp Hale
Tripp Hale is a CFP-designated registered investment advisor at Hale & Doerr Wealth Management LLC, based in Gulf Breeze, FL, with 19 years of industry experience. Tripp operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 126 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.55% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
913 Gulf Breeze Pkwy Suite 4, Gulf Breeze, FL, 32561
Get directionsHistory
Regulatory History (1)
Regulatory
February 2011Other Business Activities
Tripp is the owner of Hale and Doerr, LLC, an accounting/bookkeeping business, dedicating about 10-20% of his time. He is also the president of Turtles Down Farm, Inc., holding real estate, spending a few hours per week.
Employment History
Current Registrations
Hale & Doerr Wealth Management LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Money Professionals, LLC
Money Professionals, LLC
Active Investment Management, LLC
Edward Jones
Edward JonesBroker
Safeco Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.