Hallett Advisors is a reputable local investment advisory firm headquartered in Port Angeles, WA. With three strategically located offices, they offer comprehensive investment advisory services to a diverse client base. Comprising a team of six skilled professionals, Hallett Advisors boasts a collective expertise in managing assets totaling an impressive $110,917,000.
Their client-centric approach is reflected in their compensation structure, which includes various options such as a percentage of assets under management and hourly charges. Hallett Advisors has built a solid reputation for their proficiency in handling employer 401Ks and individual portfolios, making up approximately half of their substantial assets under management.
With a strong focus on providing personalized and tailored financial solutions, Hallett Advisors exclusively manages discretionary assets, instilling confidence in their clients and enabling them to entrust the firm with their investment decisions. The firm's commitment to professionalism and integrity has earned them a loyal client base of over 210 individuals, who rely on the expertise and guidance provided by the firm.
Hallett Advisors takes pride in the longevity of their advisors, with seasoned professionals like Jason Wilson, James Hallett, and Timothy Martin contributing their expertise and insight. Their collective knowledge and experience have further solidified the firm's standing in the investment advisory industry.
In summary, Hallett Advisors is a trusted and respected investment advisory firm based in Port Angeles, WA. With a focus on personalized service and a track record of success, they have positioned themselves as a reliable partner for individuals and employers seeking comprehensive financial guidance and asset management.