Willard Hall is a registered investment advisor at Third Avenue Management LLC, based in New York, NY, with 23 years of industry experience. Willard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Third Avenue Management's fees for investment management are based on a percentage of the value of your portfolio. The specific percentage is negotiated individually, taking into account factors like the level of service, investment goals, account size, and types of investments. The annual fee rates for new separate accounts range between 0.60% and 1.25%.
Location
622 Third Avenue, 32nd Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Willard is General Counsel and Secretary for Third Avenue Trust and Third Avenue Variable Series Trust, dedicating nearly full-time hours to this role. He is also General Counsel of MJ Whitman LLC, spending a few hours per week on this business.
Employment History
Current Registrations
Third Avenue Management LLC
Previous Registrations
M.J. Whitman LLCBroker
M. J. Whitman, 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.