Jeffrey Hall
Advisor at Capital Analysts
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Analysts
Location
Kennett Square, PA 19348
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
About
Jeffrey Hall is a CFP® with 21 years of industry experience, currently serving as an advisor at Legacy Solutions, LLC. He has worked at Legacy Solutions since 2022 and previously held positions at Lincoln Investment and Capital Analysts Incorporated. Outside of his advisory role, Hall is vice-president of the Cornerstone Study Group and serves as a volunteer board member for the Downingtown Area Chamber of Commerce. Legacy Solutions, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employee retirement plans. The firm customizes asset allocations using equities, fixed income, mutual funds, ETFs, and may recommend independent managers or alternative investment strategies based on client needs.
Client services
Based on Capital Analysts
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Capital Analysts
ESG / Sustainable investing
Tax-loss harvesting
Passive / index investing
Active portfolio management
Fee options
$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%
Minimum fee: Annual Capital Analysts Administrative Fee with minimum $200/year ($16.67/month), assessed as 0.15% (or $200 minimum) on first $500,000, 0.12% on next $500,000, 0.10% on next $1,000,000, and 0.08% over $2,000,000 for Advisor Managed Model Portfolios and Client Custom Portfolios (closed to new accounts) Fee-only: Advisory fees negotiated by individual Advisor up to 1.25% annually of assets under management; includes Advisor Consulting, Client Custom Portfolios, and Advisor Managed Model Portfolios.
Location
206 N. Union Street
Kennett Square, PA 19348
Most active in
Jeffrey H has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
Legacy Solutions, LLC
2022 - Present (4 years)
Lincoln Investment
2012 - Present (14 years)
Capital Analysts Incorporated
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
John L
Verified by Warmer
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Chadds Ford, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
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3rd Level Analytics
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