Hallett Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$145,197,577
Total clients
279
16% high-net worth
Total advisors
5
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
56
Average account size
$520,421
Client services
Fee options
Up to 1.00% annually; negotiable based on client circumstances.
Commission-based compensation earned by persons licensed as independent insurance agents for selling insurance products, separate and in addition to advisory fees.
$350 per hour for financial planning and consultation services, expert witness services, and modular consulting.
Account minimum: No minimum stated; however, firm may terminate accounts that fall below a minimum size deemed too small to manage effectively (amount not specified).
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Hallett Advisors
1506 East First Street
Port Angeles WA 98362, United States
Number of offices
5
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