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
Halbert Hargrove Global Advisors provides discretionary investment advisory services on a fee-only basis. Services include investment management, and financial planning/consulting. They primarily recommend allocating assets among individual equities, bonds, mutual funds, and ETFs. They also offer retirement plan services and advice on private investment funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
111 West Ocean Boulevard, 23rd Floor, Long Beach, CA, 90802-7908