John Hall is a CFP-designated registered investment advisor at Lynchburg Wealth Management, based in Lynchburg, VA, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 8 more. Their firm serves 100 clients with $78M 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 | 1.00% |
| $1M+ | 0.50% |
Published fees may be discounted with the final determination made by the firm, but they are not negotiable.
Fee Estimator
Contact
John Hall
Location
1511 Enterprise Drive, Second Floor, Lynchburg, VA, 24502
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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
John is a minority, non-voting member of Independence Bedford LLC, Lovingston Main LLC, Homestead Investors LLC, and Monroe Development LLC, all real estate holding companies since 2013. He spends minimal time on these activities, earning passive income.
Employment History
Current Registrations
Lynchburg Wealth Management
Previous Registrations
Montvue Capital Management, INC.
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.
Exams
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