Halbert Hargrove: Platform Profile

Overview

Halbert Hargrove is the consumer brand of SEC-registered Halbert Hargrove Global Advisors, LLC. Its current March 27, 2026 brochure reports $4,203,912,885 of AUM as of December 31, 2025, with the large majority managed on a discretionary basis.

May fit better for

• households seeking integrated planning and portfolio management;
• clients comfortable with a progressive AUM schedule;
• investors wanting human advice with a digital-service option;
• qualified investors considering private or interval-fund exposure;
• households using Fidelity/NFS or Schwab custody.

May fit less well for

• active self-directed traders;
• users relying on stale $7,500 minimum-fee summaries;
• clients who expect the advisory percentage to include every fund/platform cost;
• investors requiring daily liquidity from every holding.

Current minimum state

• Old 7500 minimum is current new client rule: No

Standard fee schedule

• First 5m: 1.00%
• Next 3m: 0.75%
• Above 8m: 0.50%
• Standard schedule progressive: Yes

At $10 million, the illustrative breakpoint calculation is $50,000 + $22,500 + $10,000 = $82,500, or 0.825%. Do not apply 0.50% to the full $10 million.

Billing and performance fees

• Billing frequency: quarterly
• Billing timing: in advance
• Billing value: previous quarter-end value
• Performance based fee: No

Private funds can have separate product-level expenses, but Halbert Hargrove does not charge a performance-based advisory fee under the current ordinary relationship disclosure.

Digital program

Halbert Hargrove operates a technology-enabled digital service channel using Zoe and Apex infrastructure.

• Digital program: Yes
• Digital platform: Zoe
• Digital custody clearing: Apex
• Algorithm only service: No

Digital-program clients can face platform, custody/clearing and underlying-product costs in addition to applicable HH advisory economics. Do not treat the program as an autonomous robo account.

Private and interval-fund exposure

Current disclosures permit or discuss unaffiliated private funds, interval funds, tender-offer/private-asset funds and structured products. Qualification, liquidity, commitment levels and fees vary by product.

• Private funds possible: Yes
• Interval funds possible: Yes
• Structured products possible: Yes

Custody and conflicts

• Custodian:
• Fidelity / National Financial Services
• Charles Schwab
• Apex for digital program
• Schwab referral program: Yes
• Schwab custody incentive conflict: Yes

Schwab referral economics can create an incentive around custody. Disclose the conflict without characterizing a recommendation as automatically unsuitable.