Hall Financial Services provides financial planning services and recommends third-party investment advisors to manage client assets. Hall Financial Services does not manage client assets directly. The firm offers financial planning through its Advice Only program, which includes online courses and personalized consultations. Clients who complete the program may be referred to unaffiliated advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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 are negotiable for accounts over $2MM. The third party advisor charges up to 0.60% in addition to Hall Financial Services' fee. For accounts less than $300,000, Hall Financial Services only charges an hourly or project rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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