Roger Hall
Advisor at Hall Asset Management Group, Inc.
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.
Advisor at Hall Asset Management Group, Inc.
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
Hall Asset Management Group, Inc.
Location
Columbia, SC 29210
Credentials
Series 63, Series 65
Industry experience
16 years
Roger Hall is a financial advisor with Hall Asset Management Group, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Hall Asset Management Group since 2012 and previously worked at Motiv8 Investments LLC. In addition to his advisory work, Hall is involved in insurance and elder care planning through his ownership of related businesses, dedicating a portion of his time to these services. Hall Asset Management Group provides personalized financial planning and consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers based on documented client objectives and delivers services on an hourly or fixed-fee basis without managing client assets directly.
Based on Hall Asset Management Group, Inc.
Based on Hall Asset Management Group, Inc.
Fixed fees $500-$1,500 for Basic Plan, $1,500-$5,000 for Comprehensive Plan, negotiable
All Assets+: 2.00% total (1.00% to Gradient Investments LLC, 1.00% to HAMG) for Strategic Portfolios All Assets+: 1.80% total (0.80% to Gradient Investments LLC, 1.00% to HAMG) for Tactical Portfolios All Assets+: 1.70% total (0.70% to Gradient Investments LLC, 1.00% to HAMG) for Allocation & Defined Outcome Portfolios All Assets+: 1.00% total (0.40% to Gradient Investments LLC, 0.60% to HAMG) for Preservation Portfolios All Assets+: $300 total (Client Directed Accounts) - $300 to Gradient Investments LLC, $0 to HAMG
Referral fees received from third-party money managers; Insurance commissions received by Mr. Hall (separate business)
$250 per hour for financial planning services
Fee-only: Financial Planning Services at $250/hour; Fixed fees range $500-$1,500 for Basic Plan; $1,500-$5,000 for Comprehensive Plan (negotiable)
250 Berryhill Road, Suite 103
Columbia, SC 29210
South Carolina
Motiv8 Investments LLC
2017 - 2017 (1 year)
Hall Asset Management Group, Inc.
2012 - Present (14 years)
Retirement Planning Solutions, DBA Hall Tax & Planning Services
2008 - Present (18 years)
Retirement Planning Solutions
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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