William Hallmann is a registered investment advisor at Craft Wealth Services, based in Clarkston, MI, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $92M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based upon factors such as the type of client, the complexity of the client's situation, and the total amount of assets under management for the client.
Fee Estimator
Location
5710 Bella Rosa BLVD, Suite 200, Clarkston, MI, 48348
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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 Activities
William is the Owner/Shareholder/President of Hallmann Advisors, CPAs, P.C., where he manages staff and prepares accounting work and tax returns, dedicating nearly full-time hours. He is also the Vice President of Bespoke Tax Strategy and PCA, P.C., spending about half his time on accounting and tax preparation.
Employment History
Current Registrations
Craft Wealth Services
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
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.