Hall Capital Management Company provides investment management services on both a discretionary and non-discretionary basis. Hall Capital also offers financial planning services covering various aspects of a client's financial situation, including cash management, risk management, insurance, education funding, retirement planning, estate planning, charitable giving, and tax planning. Hall Capital also provides consulting services to retirement plan sponsors and tax preparation services.
Assets Under Management$410M
Clients543
Advisors3
Avg. per Client$760K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 0.85% |
Mutual Fund Accounts are billed at 1.00% of total Assets Under Management. In certain situations, the basic fee schedule may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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