Halbert Hargrove Global Advisors provides investment advisory services, including investment management and financial planning. They work with individuals, families, and retirement plans. Halbert Hargrove allocates client assets among stocks, bonds, mutual funds, and exchange-traded funds based on the client's goals. They also offer financial planning on a stand-alone fee basis. Halbert Hargrove may recommend unaffiliated independent investment managers and private investment funds.
Assets Under Management$3.5B
Clients1,449
Advisors41
Avg. per Client$2.4M
Avg. per Advisor$86M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees are negotiable. The firm may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
41 Advisors at this firm
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