William Hall
William Hall is a CFA, CFP-designated registered investment advisor at Clearstead; Clearstead Advisory Solutions, based in Portland, ME, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 4,819 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Most clients have an annual fee between 0.10% and 1.00%. Fees are negotiable and vary based on portfolio size, complexity, and services provided.
Fee Estimator
Location
One Union Street, Portland, ME, 04101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Clearstead; Clearstead Advisory Solutions
Previous Registrations
Zephyr Management, L.P.
H.M. Payson & CO.
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.
Exams
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