Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Halbert Hargrove is registered with the SEC as an investment adviser (CRD #105515, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $5,000 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 for most accounts, or $75 if you are in the separate Digital Program. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Halbert Hargrove at a glance
| Fact | What Halbert Hargrove’s own pages say |
|---|---|
| Legal entity | Halbert Hargrove Global Advisors, LLC |
| Registration | Halbert Hargrove Global Advisors, LLC is registered with the SEC as an investment adviser (CRD #105515, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $5,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Halbert Hargrove |
| Cost to leave (exit fee) | $50 for most accounts, or $75 if you are in the separate Digital Program |
What Halbert Hargrove’s own fee schedule charges
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.”
“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%.”
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).
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Halbert Hargrove’s own fee page.
Registration
Halbert Hargrove Global Advisors, LLC is registered with the SEC as an investment adviser (CRD #105515, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Halbert Hargrove.
What it costs to leave
Halbert Hargrove Global Advisors, LLC’s Form ADV Part 2A returns the pro-rated portion of any advance-paid fee on termination, with no separate exit fee of its own. Its two primary custodians are National Financial Services (Fidelity’s clearing arm, no comparable line item published) and Schwab ($50 standard outgoing-transfer fee); its separate, smaller Digital Program uses Apex Clearing instead, which charges $75.
Full mechanics and sources: how to leave Halbert Hargrove.
Other advisor-firm reviews
Read our review and this one too.
What we would compare it against
Before you decide, run the numbers against another firm using the financial advisor fee comparison, or price the dollar cost of any percentage fee over time with the Financial Advisor Fee Calculator and the Fee Drag Calculator.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- 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 IAPD firm summary (CRD #105515, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/105515
Methodology. This page was built September 28, 2026, drawing directly on Halbert Hargrove’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Halbert Hargrove; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Halbert Hargrove’s own Form ADV Part 2A and Form CRS. We have not used Halbert Hargrove as a client. Halbert Hargrove did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.