Halbert Hargrove Global Advisors provides discretionary and non-discretionary investment advisory services, portfolio management, and financial planning to individuals, families, trusts, estates, and retirement plans. The firm builds diversified portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, and can also coordinate with independent managers. Halbert Hargrove Global Advisors emphasizes a disciplined long-term strategy, supported by an internal investment committee and research. Financial planning and consulting services—covering estate and insurance planning—are generally included as part of the investment management relationship, though standalone financial planning is also available. The firm also offers specialized retirement plan consulting and an automated digital program for smaller accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be negotiable based on various criteria such as account composition, complexity, and anticipated assets.