Stephen Clair
Stephen Clair is a registered investment advisor at Hall Capital Management Company, INC., based in Barrington, RI, with 12 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 543 clients with $410M 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 | 1.30% |
| $1M+ | 0.85% |
Mutual fund accounts are billed at a flat 1.00%. Fees may be negotiated in certain situations, such as for the exclusive use of fixed income investments or family accounts.
Fee Estimator
Location
26 Bosworth Street, Suite 4, Barrington, RI, 02806
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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
Stephen owns 50% of Island Adventures Inc., a bicycle rental business, and manages the website and bookkeeping. He spends a few hours per week on this activity.
Employment History
Current Registrations
Hall Capital Management Company, 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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