Hall Asset Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
90
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
90
Average account size
$0
About
Hall Asset Management Group provides personalized financial planning and consulting to individuals, pension and profit‑sharing plans, trusts, estates, and charitable organizations, and refers clients to third‑party money managers for ongoing portfolio management. Services are delivered on an hourly or fixed‑fee basis and comprehensive engagements can include tax preparation, estate plan review, and coordination with other professionals.
The firm does not manage client assets directly or accept discretionary trading authority; instead it documents client objectives through risk profiles and investment policy statements and helps place clients with third‑party managers (including a disclosed referral relationship). HAMG receives referral fees from those managers and serves as the primary client contact while custodial accounts and trade execution remain with the chosen custodian or sub‑advisor.
Notable distinctions in the brochure include the principal’s ongoing insurance and tax‑preparation businesses (the principal devotes a substantial portion of time to insurance activities), and a 2009 cease‑and‑desist order disclosed in the disciplinary section of the Form ADV. Unlike many peers, HAMG structures client compensation around hourly/fixed planning fees and referral arrangements rather than percentage‑of‑AUM advisory fees and direct portfolio management.
Client services
Expertise
Fee options
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)
Main office location
Hall Asset Management Group, Inc.
250 Berryhill Road, Suite 103
Columbia SC 29210, United States
Number of offices
1
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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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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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
Quick links
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