Michael Hall
Michael Hall is a CFP, ChFC-designated registered investment advisor at Core Wealth Partners LLC, based in Santa Rosa, CA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 385 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Clients will also pay fees to subadvisors, generally ranging from 0.50% to 2%. The combined fee paid to Core Wealth and the subadvisor(s) will not exceed 3% of the assets under management.
Fee Estimator
Location
576 B. Street, Suite 2G, Santa Rosa, CA, 94501
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Michael works as an insurance agent for various insurance agencies since 2012, dedicating minimal time to this activity. This work takes place during trading hours.
Employment History
Current Registrations
Core Wealth Partners LLC
Previous Registrations
Western International Securities
Holden Hall Wealth Management
Kms Financial Services, INC
Marin Capital Management
Gbs Financial CORP.
State Registrations1 state
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