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Andrew Hall

15 Years of Experience
Baton Rouge, LA
Sells Insurance

Andrew Hall is a registered investment advisor at Abel Hall, LLC, based in Baton Rouge, LA, with 15 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 199 clients with $820M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
199 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$819.1M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management

Abel Hall charges a percentage of your portfolio to manage your investments. This fee covers investment advice, supervision, and account maintenance. The maximum fee is 1.50% annually. The exact fee is listed in your Investment Advisory Agreement. Fees are billed quarterly in advance. The firm may negotiate a lower advisory fee or waive fees based on the size of the account, complexity of the portfolio, or other reasons.

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Location

9270 Siegen Lane, Suite 202, Baton Rouge, LA, 70810

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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 ActivitiesSells Insurance

Andrew is a financial advisor at Abel Hall, LLC, dedicating full-time hours to helping people accumulate and distribute wealth. He is also an insurance agent, spending a few hours per week on insurance production.

Employment History
Current Registrations
Abel Hall, LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Level Four Financial, LLCBroker
July 2020 - August 2025 · 5 yrs 1 mo
Mutual Securities, INC.Broker
June 2019 - July 2020 · 1 yr 1 mo
Raymond James Financial Services Advisors, INC
August 2012 - June 2019 · 6 yrs 10 mos
Raymond James Financial Services, INC.Broker
August 2012 - June 2019 · 6 yrs 10 mos
Prudential Financial Planning Services
August 2011 - August 2012 · 1 yr
Pruco Securities, LLC.Broker
February 2011 - August 2012 · 1 yr 6 mos
Nylife Securities LLCBroker
October 2010 - February 2011 · 4 mos
State Registrations2 states
LATX
Advisor

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.

Exams
No exam information available for this advisor.
Andrew Hall - Financial Advisor | TrueAdvisor