Hall Private Wealth Advisors

CRD#175335
Investment Advisor Firm

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Learn more about Hall Private Wealth Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Hall Private Wealth Advisors operates as a financial advisor firm located in San Diego, California. The firm handles $240.3 million in assets under management throughout 350 customer accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). It has a small team, including 3 financial advisors. Hall Private Wealth Advisors is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as bonds, options and stocks.

    Hall Private Wealth Advisors administers all of the company's accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments are made by a portfolio manager without requiring client permission. The company administers roughly $686,474 for each account. The average financial advisor at Hall Private Wealth Advisors manages around 117 client accounts.

    The company's main office is located at 2305 Historic Decatur Rd., San Diego, California 92106. The company is legally registered to serve customers across a few states, including California, Louisiana, Minnesota, North Carolina and Texas.

    Assets Under Management

    $240.3 million

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    2305 Historic Decatur Rd.
    San Diego, CA 92106

    Hall Private Wealth Advisors by the Numbers

    Total Assets Under Management

    $240.3 million

    National Average: $8.6 billion
    Total Number of Employees

    7

    National Average: 64
    Total Number of Accounts

    350

    National Average: 375,227
    Average Account Size

    $686.5 thousand

    National Average: $23.0 thousand
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    Products and Services

    Services that Hall Private Wealth Advisors provides include financial planning services and portfolio management for individuals and small businesses. In the past financial year, Hall Private Wealth Advisors provided financial planning services to 26-50 of its accounts. The company does sell products or offer services aside from investment advice to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees charged by financial advisors largely vary depending on which services are offered. However, fees charged by the firm most likely consist of the following fee structures: asset-based, hourly, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Hall Private Wealth Advisors.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to retail investors, high net worth investors and pension plans. Out of its 350 accounts, Hall Private Wealth Advisors's largest client group is high net worth investors, although it also serves 79 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.

    • High-Net-Worth Individuals* - 54.86%
    • Other Individuals - 31.25%
    • Corporations - 13.89%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Hall Private Wealth Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Hall Private Wealth Advisors

    Clark Evans
    San Diego, CA
    Russell Hall
    Waxhaw, NC
    Patrick Maher
    San Diego, CA
    Natalie Quirarte
    San Diego, CA

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