Hallett Advisors offers personalized investment advisory services, including discretionary and non-discretionary portfolio management, broad-based and modular financial planning, pension consulting, selection of other investment managers, and expert witness services. Hallett Advisors builds customized portfolios tailored to each client's specific financial goals, risk tolerance, and time horizon. The firm primarily advises on stocks, bonds, mutual funds, exchange-traded funds, and real estate partnerships. Hallett Advisors operates on an hourly fee structure for planning and consulting, and charges an annual percentage fee based on the value of the portfolio for managing investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual portfolio management fee is up to 1.00% of your portfolio, billed quarterly in advance or arrears. Fees are negotiable.