Robert Hall
Robert Hall is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bayonet Point, FL, with 14 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
7419 State Road 52, Bayonet Point, FL, 34667
Get directionsHistory
Regulatory History (1)
Financial
August 2021Other Business ActivitiesSells Insurance
Robert sells insurance products and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He also works as an independent agent for United HealthCare, MPOWERING AMERICA, and Pinnacle Financial Services, providing Medicare options and debt reduction programs, dedicating minimal time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.