Erin Hall
Erin Hall is a registered investment advisor at Wellth Advisory Services, LLC, based in Palos Verdes, CA, with 15 years of industry experience. Erin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,887 clients with $27B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable on a client-by-client basis. Rates reflect maximum annual fees; specific program fees (such as LPL advisory programs) and third-party manager fees may apply separately.
Fee Estimator
Location
500 Silver Spur Road Suite 121, Palos Verdes, CA, 90275
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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 ActivitiesSells Insurance
Erin is involved in several business activities, including tax/investment entities, a student loan payment program, and real estate rental. She also provides investment advisory services through WELLTH ADVISORY SERVICES LLC, spending nearly full-time on this activity, and is an independent insurance agent selling non-variable insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
MML Investors Services, LLCBroker
State Registrations6 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.
Exams
More Advisors
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