Andrea Hall
Andrea Hall is a registered investment advisor at Proverbi Capital Advisors, LLC, based in Cocoa, FL, with 3 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $14M 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 | 1.25% |
| $1M+ | 1.25% |
Fees on amounts over $1,000,000 are negotiable.
Fee Estimator
Location
600 Florida Avenue, Suite 103, Cocoa, FL, 32922
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 →Other Business ActivitiesSells Insurance
Andrea is an insurance agent with New Vision Investment Strategies, LLC, dedicating about half of her time to insurance sales and services. She is also a real estate agent with Waves Realty, spending a few hours per week buying and selling houses for clients.
Employment History
Current Registrations
Proverbi Capital Advisors, LLC
Previous Registrations
Ae Wealth Management, LLC
Sound Income Strategies, 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.