Hailey Hall is a registered investment advisor at Advisory Solutions Group, based in Rock Hill, SC, with 5 years of industry experience. Hailey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 807 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ASG charges a percentage of your portfolio each year, up to a maximum of 2.50%. The exact fee is negotiable and depends on the complexity of the services. Clients may also be charged up to $35 per trade as an administrative fee for directed trades.
Location
Rock Hill, SC
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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
Hailey operates under the DBA Wealth Enhancement Group for her LPL business. She also provides administrative support to Wealth Enhancement Advisory Services, LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Advisory Solutions Group
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Carroll Financial Associates INC
Cetera Advisor Networks LLCBroker
State Registrations51 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.
Exams
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