JW Hall Financial offers investment management and financial planning services. As a fee-only firm, JWH is only compensated by clients. Wealth management includes continuous investment advice based on individual client needs. JWH advises on stocks, bonds, mutual funds, ETFs, and government/municipal securities. At no additional fee, JWH also provides clients with a financial plan covering areas like net worth, cash flow, retirement, insurance, investments, college, and estate planning.
Assets Under Management$6.5M
Clients6
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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