Hall Financial Advisors provides personalized financial planning and investment management. Advice includes financial objectives, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning. Hall Financial Advisors is a fee-only firm and does not sell commissioned products. Clients make the final investment decisions, and Hall Financial Advisors places trades under a limited power of attorney.
Assets Under Management$22M
Clients51
Advisors1
Avg. per Client$430K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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