Capture your risk tolerance and see if your portfolio fits you.
Determine how your current savings and what you contribute going forward will affect your retirement.
We charge one, all-inclusive annual fee for our ongoing investment management and financial planning services. This fee is based upon a percentage of your assets under management as outlined in our fee schedule. Our services are best suited for clients with investable assets in excess of $500,000.
|
Assets Under Management |
Annual Fee |
|
$500,001 - $1,500,000 |
1.00% |
|
$1,500,001 - $2,500,000 |
0.90% |
|
$2,500,001 - $3,500,000 |
0.80% |
|
$3,500,001 - $5,000,000 |
0.70% |
|
Above $5,000,000 |
0.60% |
*Our fee schedule is not tiered, so whatever asset band your overall household account relationship falls into is what you pay.
Whether you leave an employer for a wonderful new opportunity or lose a position because of the pandemic, it’s easy to forget about the money you have saved in your retirement plan.
Sometimes, retirement plan savings can stay in a previous employer’s plan. Other times, your money can’t stay in the plan, and you need to take action or your employer may move your money. The circumstances depend on the type of...
When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there are two things to remember:
1. Historically, over long periods, stocks have tended to move higher.
Americans are choosing to retire early.
Economists Olivier Coibion, Yuriy Gorodnichenko, and Michael Weber associated with the National Bureau of Economic Research (NBER) have been comparing data gathered in January and April 2020 to learn how labor markets were affected by the crisis.1
They shared their work in Labor Markets During the COVID-19 Crisis: A Preliminary View. The economists reported the employment-to-population ratio declined sharply from...
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Address
1001 Winstead Drive, Suite 275, Cary, NC 27513
Phone
919-228-6300
Fax
919-228-6301
E-mail
dhall@hallburns.com
© 2020 Hall & Burns Wealth Management, LLC. All rights reserved.
