Jeffrey Hall
Jeffrey Hall is a CFP-designated registered investment advisor at Legacy Solutions, LLC, based in Kennett Square, PA, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 242 clients with $190M 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 | 1.50% |
Fees are negotiable and can vary based on factors such as the amount of assets invested, complexity, and servicing needs. Similar clients could pay different fees.
Fee Estimator
Location
206 North Union Street, Kennett Square, PA, 19348
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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 ActivitiesSells Insurance
Jeffrey is the vice-president of Cornerstone Study Group and a board member volunteer for the Downingtown Area Chamber of Commerce, each requiring minimal time. He also provides investment advisory services and financial planning through Legacy Solutions, LLC, dedicating more than full-time hours, and sells commissionable life insurance.
Employment History
Current Registrations
Legacy Solutions, LLC
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
MML Investors Services, INC.Broker
Planco Financial Services, LLCBroker
State Registrations8 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.