Hall Asset Management Group offers financial planning services to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. Hall Asset Management Group does not manage client assets directly but refers clients to third-party money managers. Financial planning services are offered on an hourly or fixed-fee basis. The firm's president is affiliated with an entity that sells financial insurance products.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Basic financial plan — $500 to $1,500 depending on complexity. May include risk profile, asset allocation review, retirement income plan, insurance review, probate planning, investment strategies, and tax reduction planning.
- Comprehensive financial plan — $1,500 to $5,000 depending on complexity. May include income tax preparation, audit and tax planning, tax reduction strategies, succession planning, IRA conversion analysis, legal document review, and estate plan review.
- Hourly financial planning — $250 per hour.
One-Time Plan:$500 - $5,000
Hourly Rate:$250/hr
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