Hall Private Wealth Advisors

Hall Private Wealth Advisors (HPWA) is a registered investment advisor offering customized wealth management and investment services. HPWA operates a Wrap Fee Program where normal securities transaction costs are included in the overall investment advisory fee. The firm sponsors this program, providing additional disclosure on the fee structure. Investment advisory fees are paid quarterly based on assets under management and may vary depending on the services provided. HPWA may receive performance fees from qualified clients based on excess growth achieved in their accounts. The firm serves individuals, high-net-worth individuals, and pension/profit-sharing plans, with no minimum investment requirement. HPWA personnel act as portfolio managers, and the firm does not accept proxy-voting responsibility for clients. Clients have direct access to portfolio managers, and the firm has implemented a Code of Ethics to ensure fiduciary commitment. HPWA has a relationship with Charles Schwab & Co., providing access to various services and benefits. The firm discloses potential conflicts of interest related to this relationship and emphasizes putting clients' interests first. HPWA does not engage paid solicitors for client referrals and has no adverse financial situations that would impact client obligations. Clients are encouraged to review the complete Disclosure Brochure for detailed information on the firm's practices and services.