MH
CFA · CFP
MH
CFA · CFP

Michael Craig Halls

25 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,447 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.65%
$10M+0.55%

Fees are negotiable and may vary.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

170 South Main, Suite 825, Salt Lake City, UT, 84101

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Stoker Ostler, a Part of BMO Financial Group
December 2000 - Present · 25 yrs 2 mos
State Registrations4 states
AZNETXUT
Advisor
Exams
No exam information available for this advisor.
Michael Craig Halls - Financial Advisor | TrueAdvisor