Hall Financial Advisors operates as a registered investment advisor founded in 2014, led by Tonya Hall. The firm provides personalized financial planning, investment management, and tax preparation services to individuals, small businesses, trusts, estates, and retirement plans. Hall Financial Advisors acts legally required to act in your best interest and does not sell commission-based financial products, insurance, or annuities, nor does the firm accept finder's fees. Investment management services focus on a core and satellite approach utilizing exchange-traded funds and mutual funds, with the firm having authority to make trades without asking first through a limited power of attorney. Clients can choose between ongoing advisory agreements based on a percentage of the value of your portfolio, fixed-fee retainer agreements, standalone financial planning, or hourly consultations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
The minimum annual fee is $500. Fees are negotiable for retainer agreements and financial plans, but the advisory service agreement minimum fee is not negotiable.