Erica Hall is a registered investment advisor at Erica Hall Wealth Advisors, LLC., based in Southfield, MI, with 15 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 100 clients with $12M 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 $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1M+ | 1.15% |
Fees are negotiable for accounts over $1,000,001.
Fee Estimator
Location
2000 Town Center Drive, Suite 1900, Southfield, MI, 48075
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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
Erica formed Erica Hall and Associates, LLC in 2009, as recommended by a tax accountant for tax reporting purposes. This activity is not investment-related.
Employment History
Current Registrations
Erica Hall Wealth Advisors, LLC.
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.