Michael Tudor is a registered investment advisor at Hallett Advisors, based in Vancouver, WA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 290 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
1220 Main Street, Suite 400, Vancouver, WA, 98660
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Regulatory History
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 →Other Business Activities
Michael is the COO of Sloy, Dahl & Holst Holdings, Inc., a company managing a concentrated equity portfolio. This activity takes nearly full-time hours, with a significant portion during securities trading hours.
Employment History
Current Registrations
Hallett Advisors
Sloy, Dahl & Holst, LLC
Previous Registrations
Smart Investor, LLC
State Registrations1 state
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