Blair Hall Advisors offers investment advice and financial planning to help clients meet their financial goals. Blair Hall Advisors works with clients to understand their financial situation, goals, and risk tolerance. Blair Hall Advisors manages investment portfolios using exchange traded funds, mutual funds, individual stocks, and bonds. Blair Hall Advisors also provides financial planning services, including retirement planning, employee benefits optimization, cash flow and debt management, college savings, insurance review, investment analysis, risk management, and tax planning strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
For clients who do not maintain 90% or more of their investment assets with Blair Hall Advisors, the fee is 1.75% annually with a $13,750 quarterly minimum. For complex situations, such as international clients, fees may be negotiated.