Kim Hall is a registered investment advisor at Clarity Wealth Development, LLC, based in Corvallis, OR, with 8 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Cross-Border Planning, Education Planning, and 9 more. Their firm serves 226 clients with $210M 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 | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Subject to a $5,000 minimum annual fee. Fees may be negotiated at the firm's discretion. Alternatively, clients can choose a Net Worth retainer fee of up to 1.00% of net worth.
Fee Estimator
Contact
Kim Hall
Location
262 NW Polk Ave, Corvallis, OR, 97330
Get directionsHistory
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
Clarity Wealth Development, 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.
Exams
More Advisors
- Kay Cole, CFPClarity Wealth Development, LLC
- Brett Sizemore, CFPMercer Global Advisors INC.
- Monica Baez, ChFCState Farm Investment Management CORP.
- Tristan Peterman, CFP, ChFCLPL Financial LLC
- Keith Marshall, CFPHurley Financial Group, INC.
- Eric Cheney, CFPVantage Wealth Management LLC