Mark Hall is a registered investment advisor at Smartt Wealth Solutions, LLC, based in Gilbert, AZ, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Smartt Wealth Solutions acts as a co-advisor with Matson Money. The annual fee may be up to 1% of the assets managed. Matson Money also receives fees of .49% per year. The potential maximum fee in totality is 1.5% annually. The fee is negotiable based on the amount of assets and the Model Portfolio chosen.
Fee Estimator
Location
1166 E Warner Road, Suite 101, Gilbert, AZ, 85296
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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.
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Mark is a partner and attorney at Mark E. Hall, PC in Scottsdale, AZ. He spends the majority of his time (over 75%) on this practice, which he began in 2000.
Employment History
Current Registrations
Smartt Wealth Solutions, LLC
State Registrations1 state
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.