Patrick Hall is a registered investment advisor at Avantax Planning Partners, INC., based in St. Paul, MN, with 11 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
2675 Long Lake Road, St. Paul, MN, 55113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is an equity shareholder, Vice President, and Treasurer at Olsen Thielen and Co. Ltd., a full-service certified public accounting firm, since 1989. He dedicates nearly full-time hours to the firm, primarily working with audit and tax clients, and spends minimal time on securities-related duties.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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