Mary Hall
Mary Hall is a registered investment advisor at Ausdal Financial Partners, INC., based in Greeley, CO, with 29 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.
Location
1821 56th Avenue, Suite B, Greeley, CO, 80634
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Mary is a property manager for 365 Real Property Management LLC and Hiland Park Office Complex, and a group fitness instructor at Work Out West. She also uses the DBA Hall Financial Partners and sells fixed indexed annuities, term life insurance, whole life insurance, and long-term care insurance, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Capwest Securities, INC.
Capwest Securities, INC.Broker
United Securities Alliance, INC.Broker
Linsco/private Ledger CORP.Broker
Prudential-Bache Securities INC.Broker
Waddell & Reed, INC.Broker
State Registrations5 states
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.