Michael Hall is a registered investment advisor at Cwm, LLC, based in Amarillo, TX, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B 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 | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
1616 S Kentucky Street, Ste. D110, Amarillo, TX, 79102
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Michael is the owner/agent of Shane Hall Financial, selling fixed annuities, life insurance, and long-term care insurance, dedicating nearly full-time hours to this. He also owns Lighthouse Tax Services, spending a few hours per week on tax preparation services, and is a board member at Ascension Academy, spending minimal time providing advice and support.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations4 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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