Hall Financial Wellness offers management and consulting services to employer-sponsored retirement plans. They also provide investment management for individuals, pensions, and profit-sharing plans, as well as financial planning services. For individuals, Hall Financial Wellness provides investment advice and portfolio management, primarily using mutual funds. Financial planning services are educational and advisory, covering retirement readiness, investment allocation, debt management, and general investment education.
Assets Under Management$3.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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