Hall Capital, LLC offers investment advisory services to individuals, trusts, estates, charitable organizations, and businesses. Hall Capital works with clients to understand their financial situation, goals, and risk tolerance. Based on this information, Hall Capital proposes an investment approach and manages the client's portfolio, which may include exchange traded funds, mutual funds, individual stocks or bonds, or other securities. Hall Capital reviews accounts regularly and rebalances or adjusts them as needed.
Assets Under Management$180M
Clients39
Advisors2
Avg. per Client$4.6M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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