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Andrew Hall

13 Years of Experience
Cheraw, SC
2 DisclosuresBroker

Andrew Hall is a registered investment advisor at Edward Jones, based in Cheraw, SC, with 13 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

610 Market Street, Cheraw, SC, 29520

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2021
Settled
Customer Dispute
December 2019
Settled
Employment History
Current Registrations
Edward Jones
December 2016 - Present · 9 yrs 10 mos
Edward JonesBroker
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
Centaurus Financial, INC.Broker
May 2015 - November 2016 · 1 yr 6 mos
J.P. Turner & Company, L.L.C.Broker
December 2012 - June 2015 · 2 yrs 6 mos
State Registrations15 states
ALARAZCACTGAMAMSNCNYORPASCTNVA
AdvisorBrokerBoth

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.