Guides › Financial Advisor Fees
Updated September 27, 2026. Quick answer: Halbert Hargrove discloses a tiered schedule starting at 1.00% in its Halbert Hargrove Global Advisors, LLC ADV Part 2A Disclosure Brochure (March 27, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Halbert Hargrove Global Advisors, LLC ADV Part 2A Disclosure Brochure (March 27, 2026): “HH’s annual investment advisory fee shall range from 0.50% up to 1.00% of the total assets placed under the Firm’s management/advisement as set forth in the following fee schedule: PORTFOLIO VALUE ANNUAL FEE First $5,000,000 1.00% Next $3,000,000 0.75% Above $8,000,000 0.50%.”
Note: The IAPD/CRD-registered legal name is “Halbert Hargrove Global Advisors, LLC” (as printed on the brochure’s own cover page); the firm markets itself publicly as “Halbert Hargrove.”
- First $5,000,000: 1.00%
- Next $3,000,000: 0.75%
- Above $8,000,000: 0.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
HH’s schedule ranges from 0.50% up to 1.00% (First $5,000,000 1.00%; Next $3,000,000 0.75%; Above $8,000,000 0.50%); since $250,000, $500,000, $1,000,000 and $2,000,000 are all within the First $5,000,000 bracket, each balance is priced at 1.00% of assets ($2,500 / $5,000 / $10,000 / $20,000).
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Halbert Hargrove’s own published rate runs $5,000 a year.
Comparing Halbert Hargrove against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Halbert Hargrove Global Advisors, LLC ADV Part 2A Disclosure Brochure (March 27, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030014
- SEC Investment Adviser Public Disclosure, Halbert Hargrove Global Advisors, LLC (CRD #105515): https://adviserinfo.sec.gov/firm/summary/105515
- Halbert Hargrove Global Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/105515/PDF/105515.pdf
Methodology. This page was built September 27, 2026, drawing on Halbert Hargrove’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Halbert Hargrove instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Halbert Hargrove review.
Is Halbert Hargrove a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Halbert Hargrove’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Halbert Hargrove against other options? See Halbert Hargrove alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.