Halbert Hargrove
Assets Under Management
$3.5B
Number of Clients
1,449
Number of Advisors
40
Average Client AUM
$2.4M
AUM per Advisor
$87.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Halbert Hargrove Global Advisors provides discretionary investment advisory services on a fee-only basis. Services include investment management, and financial planning/consulting. The firm primarily recommends individual equity, debt, fixed income securities, mutual funds and ETFs. They also offer retirement plan services and may recommend unaffiliated independent investment managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fee Estimator
The annual investment advisory fee ranges from 0.50% to 1.00% of assets under management. The fee is prorated and paid quarterly, in advance, based on the market value of the assets on the last day of the previous quarter. Financial planning and consulting fees are negotiable and generally on a fixed fee basis. The firm no longer imposes a minimum annual fee for new clients.
Areas of Practice
Location
111 West Ocean Boulevard, 23rd Floor, Long Beach, CA, 90802-7908