Abel Hall, LLC

Abel Hall, LLC is a Registered Investment Adviser specializing in helping clients build, manage, and preserve their wealth to achieve their financial goals. Established in April 2019, the firm is owned by Andrew Hall and Leo Abel. They offer non-discretionary and discretionary investment management services, focusing on understanding clients' financial goals and objectives. The firm provides financial planning services, including estate planning, retirement income planning, and investment and income plans tailored to each client's unique circumstances. Abel Hall primarily allocates client assets among equities, ETFs, mutual funds, and debt securities based on investment objectives and income needs. They conduct periodic reviews and rebalance portfolios to align with client goals. The firm may engage third-party money managers for client accounts, providing services such as portfolio modeling and account trading. Abel Hall charges advisory fees up to 1.50% of assets under management, billed quarterly in advance. The firm does not charge performance-based fees or engage in side-by-side management. Clients are required to have a minimum initial account value of $2 million, with exceptions made at the firm's discretion. Abel Hall does not accept proxy authority to vote client securities and does not solicit prepayment exceeding $1,200 in fees per client. The firm does not have custody of client funds or securities, except for the authority to deduct advisory fees directly from client accounts. Clients receive account statements quarterly from the custodian and have the right to request additional reports from Abel Hall. The firm does not pay referral fees and does not have any disciplinary information to report.