Johnnie Hall is a registered investment advisor at Vestwyze, LLC, based in Orlando, FL, with 18 years of industry experience. Johnnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 82 clients with $7.5M 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 $100K | 1.65% |
| $100K - $500K | 1.45% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
618 E. South Street, Suite 500, Orlando, FL, 32801
Get directionsHistory
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
Johnnie is an independent insurance agent selling fixed insurance products since 2011, dedicating minimal time to this. He also owns Hall, Goodman, & Associates, where he sells and services life and health insurance, as well as fixed and index annuities, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Vestwyze, LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLCBroker
State Registrations3 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.