Hall Financial Services operates under the trade name Advice Only Financial Advisors and is based in Corte Madera, California. The firm focuses on two main services: standalone financial planning and the selection of third-party investment managers. For financial planning, Hall Financial Services provides personalized, objective advice on an hourly basis covering topics such as retirement, taxes, cash flow, and insurance, without managing assets or selling financial products directly. For clients seeking ongoing investment management, Hall Financial Services recommends independent third-party money managers, such as Brinker Capital Investments and AssetMark, and monitors their ongoing performance. Hall Financial Services charges an advisory fee for referring and monitoring these third-party accounts, which is combined with the third-party manager's fee, while the total annual combined fee is capped at 1.50%. The firm does not manage client money directly, execute trades, or hold custody of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | Included |
| $300K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.30% |
| $2M+ | 0.30% |
Fees shown are for Hall Financial Services' portion only. Third-party managers charge an additional fee of up to 0.60%. Total combined fees will not exceed 1.50% annually. Accounts under $300,000 are generally not referred to third-party managers and use hourly rates instead. Fees for accounts over $2,000,000 are negotiable.