CC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
290 clients
Average Client Portfolio
$501K average
Assets Under Management
$145.2M
Fee Structure
Hourly Rate:$350/hr
Financial planning is billed at $350 per hour. Portfolio management fees are based on a percentage of assets under management, up to 1.00% annually, billed quarterly. Fees are negotiable based on client circumstances. Expert witness services are billed at $350/hour or $2,500 per diem, plus expenses. There is no stated minimum account size.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
1220 Main Street, Suite 400, Vancouver, WA, 98660
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hallett Advisors
November 2019 - Present · 6 yrs 2 mos
Sloy, Dahl & Holst, LLC
August 2018 - Present · 7 yrs 5 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.