Hall Retirement Planning Services, LLC provides wealth management services tailored to individual needs. They offer financial planning and asset management, working with clients to understand their goals and values. They create financial plans, analyze cash flow, retirement savings, and investment account outcomes. For asset management, they develop an asset allocation strategy based on the client's objectives, risk tolerance, and time horizon. They may also recommend third-party investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fee schedule can vary based on account types and investment products. Different fee schedules apply to certain assets like fee-based equity-indexed annuities (First $1,000,000: 0.70%, Next $2,000,000: 0.50%, Over $3,000,000: 0.30%) and multi-year annuities, 529 plans, and CDs (First $1,000,000: 0.50%, Next $2,000,000: 0.40%, Over $3,000,000: 0.30%).