Hallett Advisors provides personalized investment advice and financial planning services. They offer financial planning, portfolio management (both discretionary and non-discretionary), selection of other advisors, pension consulting, and expert witness services. Financial plans are tailored to individual needs and goals. Clients are not obligated to act on recommendations or implement plans through Hallett Advisors.
Assets Under Management$150M
Clients290
Advisors5
Avg. per Client$500K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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