William Hall
William Hall is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Columbia, SC, with 29 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M 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 | 2.25% |
Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.
Fee Estimator
Location
250 Berryhill Rd, Ste 101, Columbia, SC, 29210-6469
Get directionsHistory
Regulatory History (3)
Criminal
April 1980Criminal
January 1980Criminal
May 1972Other Business ActivitiesSells Insurance
William is appointed with RBC Liberty Life through MOMCO and sells insurance products, including life, disability, critical illness, cancer, LTC, annuity, Medicare supplement, and accident insurance. This activity requires minimal time.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations6 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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