Hallie Marshall
Hallie Marshall is a registered investment advisor at Spire Wealth Management, LLC, based in Silver City, MS, with 12 years of industry experience. Hallie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
Silver City, MS
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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 Activities
Hallie works as a poll manager/clerk for the Humphreys County Election Commission since September 2024. This involves election day activities and a 3-hour training session before elections, with minimal time commitment.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Spire Securities, LLC
Previous Registrations
Prosperity Capital Advisors
Goss Advisors
LPL Financial LLCBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
Coker & PalmerBroker
Nylife Securities LLCBroker
State Registrations2 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.