Grant Hall is a registered investment advisor at Envision Financial Planning, LLC, based in Memphis, TN, with 5 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 265 clients with $390M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Location
5100 Poplar Avenue,, Suite 2428, Memphis, TN, 38137
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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 →Employment History
Current Registrations
Envision Financial Planning, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Investment Advisers LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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