William Wolcott Hall Investment Adviser focuses on preserving capital and maximizing returns through investments in high-quality, medium to large cap, value and growth common stocks. Services are tailored to individual client needs based on portfolio size and cash-to-equity ratios. The firm manages investment advisory accounts involving investment supervisory services.
Assets Under Management$38M
Clients4
Advisors1
Avg. per Client$9.5M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K+ | 0.40% |
No annual fee on fixed income positions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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