Hall Capital Management Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and tax preparation services. Founded in 1997 and based in Barrington, Rhode Island, the registered investment advisor builds tailored portfolios utilizing individual stocks, bonds, and mutual funds based on each client's specific goals, time horizon, and risk tolerance. Hall Capital Management Company, Inc. also offers consulting services to retirement plan sponsors. The firm operates as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 0.85% |
Mutual fund accounts are billed at a flat 1.00%. Fees may be negotiated in certain situations, such as for the exclusive use of fixed income investments or family accounts.