Hallgren Financial, founded in 2015, offers portfolio management services to individuals, high net worth individuals, pension or profit sharing plans, corporations, and other business entities. Hallgren Financial works with clients to create individualized portfolios based on their objectives, time frame, and risk parameters. The firm monitors and adjusts portfolios based on market and world events. Hallgren Financial does not require a minimum account size.
Assets Under Management$59M
Clients20
Advisors1
Avg. per Client$3M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
The management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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