Suzan Hall is a registered investment advisor at Hall Financial Wellness, based in Newport Beach, CA, with 13 years of industry experience. Suzan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
4000 MacArthur Blvd., Suite 600 East Tower, Newport Beach, CA, 92660
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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
Suzan is a group fitness instructor at Los Cab Sports Village and YMCA of Newport Beach, and owns Pretty Dainty Jewelry, an online jewelry store. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Hall Financial Wellness
Previous Registrations
Trpc Advisory Services
Trpc Advisory Services
Edward JonesBroker
Edward Jones
Monarch Plan Advisors
Gwfs Equities, INC.Broker
Advised Assets Group, LLC
Penniall & Associates
Labrum Wealth Management, LLC
NFP Securities, INC.Broker
MML Investors Services, INC.Broker
Investors Security Company, INC.Broker
Ing Financial Advisers, LLCBroker
Gwfs Equities, INC.Broker
Ing Financial Advisers, LLCBroker
Re Investment CorporationBroker
Benefitscorp Equities, INC.Broker
One Orchard Equities, 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.