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Charles Ferrell Hall

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
921 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
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Location

3131 Turtle Creek, Suite 1300, Dallas, TX, 75219

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Charles manages the Coast Foundation, a family foundation, dedicating minimal time. He is also a member of Clear Rock Holdings, LLC, a family office, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
True North Advisors, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Clear Rock Advisors, LLC
February 2016 - September 2024 · 8 yrs 7 mos
Matterhorn Capital Management, LLC
October 2006 - February 2016 · 9 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Charles Ferrell Hall - Financial Advisor | TrueAdvisor