Erica Hall Wealth Advisors, LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,323,206
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
99
5% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
99
Average account size
$124,477
About
The firm provides financial planning and investment management to individuals, families, professionals and business owners, as well as trusts, estates and charitable organizations. It also offers consultative services and can refer clients to unaffiliated third‑party money managers or managed portfolio programs when appropriate.
The firm delivers continuous, ongoing portfolio management under a fiduciary standard, creating an Investment Policy Statement for each client and using an active management approach with regular monitoring and periodic rebalancing. Planning is supported by financial‑planning software and the firm implements portfolios using mutual funds, ETFs and individual securities while generally seeking no‑load options and offering both discretionary and non‑discretionary arrangements.
Noteworthy features include a regular program of educational seminars and workshops on topics such as retirement plans, long‑term care, investment basics, cash‑flow and planning for women — an offering that is uncommon among peers. The practice operates as a single‑advisor firm with roughly $12.3M in assets under management across about 99 clients, may act as a solicitor to third‑party managers, and the principal holds insurance licenses and may recommend insurance products (a relationship the firm discloses).
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Medicare planning
General estate planning guidance
Cash flow / budgeting
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Women Professionals
Fee options
Financial Review fixed fee of $500
$0 - $500,000: 1.50% $500,001 - $750,000: 1.35% $750,001 - $1,000,000: 1.15% $1,000,001+: Negotiable
$200/hour for financial consulting or workshops (subject to one-hour minimum)
Account minimum: $20,000 Fee-only: Financial Reviews at $500 fixed fee; Consulting and Workshops at $200/hour
Main office location
Erica Hall Wealth Advisors, LLC.
2000 Town Center Drive, Suite 1900
Southfield MI 48075, United States
Number of offices
1
Most active in
Erica Hall Wealth Advisors, LLC. has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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