Roger Hall
Roger Hall is a registered investment advisor at Hall Asset Management Group, INC., based in Columbia, SC, with 16 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Basic financial plan — $500 to $1,500 depending on complexity. May include risk profile, asset allocation review, retirement income plan, insurance review, probate planning, investment strategies, and tax reduction planning.
- Comprehensive financial plan — $1,500 to $5,000 depending on complexity. May include income tax preparation, audit and tax planning, tax reduction strategies, succession planning, IRA conversion analysis, legal document review, and estate plan review.
- Hourly financial planning — $250 per hour.
Location
250 Berryhill Road, Suite 103, Columbia, SC, 29210
Get directionsHistory
Regulatory History (1)
Regulatory
May 2009Other Business ActivitiesSells Insurance
Roger owns an insurance, financial services, and tax preparation business, dedicating full-time hours to sales, client account services, and tax preparation. He also offers Medicare and elder care planning, allocating about 10% of his time to this.
Employment History
Current Registrations
Hall Asset Management Group, INC.
Previous Registrations
Motiv8 Investments LLC
American Investment Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.