John Teixeira
John Teixeira is a CFP-designated registered investment advisor at Hall Capital Management Company, INC., based in Barrington, RI, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 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 1.00% of total Assets Under Management. In certain situations, the basic fee schedule may be negotiated.
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 →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.