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Updated September 28, 2026. Quick answer: There is no published minimum. Halbert Hargrove’s own Form ADV Part 2A brochure refers to the existence of minimum asset or minimum fee levels in the abstract, but never states a specific dollar figure for either, anywhere in the document.
Account minimums at comparable advisory firms: Bogart Wealth Minimum Investment (2026).
For a closer look at this firm: Is Halbert Hargrove a Fiduciary? and Halbert Hargrove Alternatives.
The minimum, in the firm’s own words
Halbert Hargrove’s own Form ADV Part 2A brochure refers to the existence of minimum asset or minimum fee levels, but never states a specific dollar figure for either, anywhere in the document. Its Fee Dispersion clause says the firm may, in its discretion, “waive applicable minimum asset or minimum fee levels,” and it separately warns: “In the event that the client is subject to an annual minimum fee, the client could pay a higher percentage fee than referenced above.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| the Program | Referenced but never quantified in the brochure | Varies with account size | Waivable in the abstract, per the brochure’s own discretion clause, but no dollar figure to waive is ever stated |
| Source: Halbert Hargrove Global Advisors, LLC ADV Part 2A Disclosure Brochure, March 27, 2026 | |||
Halbert Hargrove’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Halbert Hargrove’s own published fee schedule runs $5,000 a year; see the full dollar breakdown from Halbert Hargrove’s own fee disclosure across several account sizes. Read our full review of Halbert Hargrove before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Halbert Hargrove, or 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 28, 2026, quoting directly from Halbert Hargrove’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.