Hal Jolley is a CFA-designated registered investment advisor at Jolley Wealth Management, LLC, based in Scottsdale, AZ, with 1 years of industry experience. Hal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.08% |
| $500K - $1.0M | 0.94% |
| $1.0M - $2.5M | 0.83% |
| $2.5M - $5.0M | 0.74% |
| $5.0M - $10.0M | 0.64% |
| $10.0M - $25.0M | 0.56% |
| $25.0M - $100.0M | 0.44% |
| $100M+ | 0.44% |
Fees may be negotiable.
Fee Estimator
Location
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ, 85260
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 →Employment History
Current Registrations
Jolley Wealth Management, LLC
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
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