Lloyd Hall is a registered investment advisor at Samara Financial, INC., based in Portland, ME, with 8 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 9 clients with $770K 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 $100K | 1.80% |
| $100K - $1000K | 1.20% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable. Samara Financial will attempt to aggregate accounts for the same household to discount your asset-based fee.
Fee Estimator
Location
Portland, ME
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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
Lloyd earns income from short-term rental properties and engages in related property management activities under the business name Acer Property Management since 2021. This activity is not investment-related and requires about 10-20% of his time.
Employment History
Current Registrations
Samara Financial, INC.
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.