Daniel Hall is a registered investment advisor at Highbrook Capital Partners, based in Atlanta, GA, with 6 years of industry experience. Daniel 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. Their firm serves 89 clients with $240M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees and account minimum ($1,000,000) may be reduced or discounted based on certain criteria.
Fee Estimator
Location
3490 Piedmont Road, Suite 650, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Highbrook Capital Partners
Previous Registrations
Waypoint Wealth Counsel LLC
Nicholas Hoffman & Company, LLC
State Registrations2 states
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