Halbert Hargrove Global Advisors

Retirement Planning Firm in Costa Mesa, CA

Firm Info
Address: 3200 Park Center Dr #550, Costa Mesa, CA 92626, USA
Phone: (949) 386-5640

Firm Size
Assets Under Management: $3 billion
# of Advisors: 30
# of Clients: 4,099
Client to Advisor Ratio: 137:1
Average Account Size: $739,444
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Halbert Hargrove Overview

Halbert Hargrove is an investment advisory firm based in Long Beach, California that operates on a fee-only basis. They have been providing investment advice to their clients since 1988, making them a well-established player in the industry. As a registered investment advisory firm, their services focus on investment advice only, which means they do not sell financial products to their clients. The firm offers a range of services, including financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. In addition, they also provide the selection of other advisors, publication of periodicals or newsletters, educational seminars & workshops, and other services such as investment consulting. These services are designed to help their clients achieve their investment goals. With a focus on investment advice only, Halbert Hargrove is able to provide their clients with unbiased advice on how to best invest their money. Their fee-only structure ensures that their interests are aligned with their clients', as they only make money through the fees that they charge for their services. This structure also ensures that there are no conflicts of interest, allowing clients to trust in the advice they receive. Overall, Halbert Hargrove is a reputable investment advisory firm that provides clients with sound investment advice and a range of valuable services to help them achieve their investment goals. So, it can be a safe bet for anyone looking for investment advisory services.

HALBERT HARGROVE, a renowned financial advisory firm, offers diversified services to a variety of clients. The firm caters to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed in their clientele. Besides, they serve other types of clients seeking financial assistance. With an experience of over 80 years, HALBERT HARGROVE understands the unique needs and requirements of each type of client and tailors their services accordingly. HALBERT HARGROVE offers different fee structures in line with the service provided to their clients. Clients can choose from a percentage of AUM or fixed fees, depending on their preferences and requirements. The percentage of AUM is the amount charged based on the client's assets under management, and it varies from one client to another. On the other hand, fixed fees are charges that remain unchanged, regardless of how well the client's assets are performing. HALBERT HARGROVE assists their clients in choosing the best fee structure suitable for their financial goals and objectives. They ensure that their clients receive the best value for their investment and strive to develop long-lasting relationships with them.

Typical Clients, Fee Structures & Investment Minimum

According to HALBERT HARGROVE's Part 2 Brochure, there is no clear mention of what their investment minimum is.

How This Office Can Help Costa Mesa, CA Residents

Halbert Hargrove Global Advisors is a financial planning firm that provides customized investment strategies to residents in Costa Mesa, CA. The firm helps clients navigate complex financial situations such as retirement planning, asset allocation, and risk management. They offer comprehensive financial planning services that encompass wealth management, financial consulting, investment management, retirement planning, and tax planning. Many residents in Costa Mesa, CA face unique financial challenges, including high living costs, limited job opportunities, and high levels of debt. Halbert Hargrove Global Advisors, being based in Costa Mesa, is uniquely positioned to understand their clients' financial situations and offer personalized advice that meets each client's specific needs. By providing tailored financial strategies, Halbert Hargrove Global Advisors ensures clients can achieve their long-term financial goals while minimizing risk and maximizing their investment returns.

To view the Minimum Investment and Fee Schedule for Halbert Hargrove, visit their Part 2 Brochure.

Services Offered by Halbert Hargrove

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Halbert Hargrove most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3200 Park Center Dr #550, Costa Mesa, CA 92626, USA
Phone (949) 386-5640
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 111 WEST OCEAN BOULEVARD, SUITE 2300, LONG BEACH, CA 90802-7908, United States

This firm has no other locations.

State Registrations

Halbert Hargrove is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • District of Columbia
  • Florida
  • Hawaii
  • Idaho
  • Illinois
  • Louisiana
  • Massachusetts
  • Michigan
  • Nevada
  • New Jersey
  • New Mexico
  • New York
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Halbert Hargrove does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs