JW
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
1506 East First Street, Port Angeles, WA, 98362
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
January 2022 - Present · 4 yrs
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.