Robin Hall
Robin Hall is a registered investment advisor at Bridgeport Financial Solutions, based in Indianapolis, IN, with 29 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 920 clients with $1B 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 |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
The fee schedule applies the corresponding annual fee to the entire portfolio amount based on the total asset level. Fees are negotiable and may not exceed 2% as an annualized fee.
Fee Estimator
Location
Indianapolis, IN
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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 →Other Business ActivitiesSells Insurance
Robin is an owner/agent selling life, disability, and health insurance products through Premier Wealth Advisors, dedicating a few hours per week. Robin also owns a law practice providing estate planning services, provides irrevocable life insurance trust services, works as an advisory rep for CIRA, consults on commercial loans, and owns rental property.
Employment History
Current Registrations
Bridgeport Financial Solutions
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Princor Financial Services CorporationBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Natcity Investments, INC.Broker
First Heartland Capital, INC.Broker
State Registrations2 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.
Exams
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