Assets Under Management

$145.2M

Number of Clients

290

Number of Advisors

5

Average Client AUM

$501K

AUM per Advisor

$29.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Hallett Advisors offers financial planning, portfolio management (discretionary and non-discretionary), selection of other advisors, pension consulting, and expert witness services. Fees are hourly for planning and AUM-based for portfolio management. They tailor advice to individual client needs and objectives.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

1506 East First Street, Port Angeles, WA, 98362

5 Advisors at this firm

Hallett Advisors | TrueAdvisor