Julie
Hall
Vision Capital Partners
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About this Advisor
Julie Hall is a certified financial planner who works in Ann Arbor, Michigan with 3 years of industry experience. Hall is on the advisory team at Vision Capital Partners. Over the course of their career, they have held roles at Raymond James Financial Services, Inc, Center For Financial Planning, Wines For Humanity, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Planning Alternatives LTD and Vision Capital Partners. Hall holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan and Ohio. Vision Capital Partners is a financial advisory company based out of Ann Arbor, MI. The firm has offices in two locations and just five employees. It handles $134 million in assets across its 606 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 606 customer accounts, 18% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors largely vary depending on which service is provided. However, fees charged by Vision Capital Partners likely are comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vision Capital Partners Brokerage Details
$133,838,788
5
606
$220,856
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Julie Hall Work History
Julie has been registered as a financial advisor for 3 years.*
Vision Capital Partners
Planning Alternatives LTD
Planning Alternatives LTD
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Wines For Humanity
Raymond James Financial Services, Inc
Center For Financial Planning
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julie Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vision Capital Partners
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.