Gerald William Hall
Advisor at HBKS Wealth Advisors — Fredonia, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
31 years
Location
Fredonia, NY 14063
HBKS Wealth Advisors
Multi-team
Gerald Hall is a financial advisor with HBKS Wealth Advisors in Fredonia, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments LLC since 2016. Outside of his advisory role, Hall works as an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a range of strategies, managing accounts on a discretionary basis while offering additional services such as tax-overlay and cryptocurrency exposure.
Based on HBKS Wealth Advisors
Based on HBKS Wealth Advisors
Based on HBKS Wealth Advisors
Financial planning fixed fees typically range from $500 to $20,000; high net worth services may be charged fixed fees.
$0+: Up to 2.75% annually, tiered discounts apply but full tier breakdown not specifically detailed in brochure N/A - N/A: Fees may be negotiated or discounted based on several factors including account size, related accounts, complexity, etc.
Clients may engage HBKS representatives as registered representatives of a broker-dealer to purchase products on a commission basis; commissions vary and may include 12b-1 fees and referral fees for investment banking services.
Financial planning hourly fees typically range from $100 to $500 per hour; asset acquisition and sale consulting may also be charged hourly.
Fee-only: Financial planning fixed fees ranging from $500 to $20,000; hourly fees $100 to $500 per hour; ongoing fixed annual fees starting at $500; percentage of assets under advisement up to 2.75%
Fredonia, NY
33 Church Street, Second Floor
Fredonia NY 14063
Advisors at this office
6
Florida · New York · Texas
31 years of industry experience
HBK Sorce Insurance LLC
2016 - Present • 10 years
Fredonia, NY
Purshe Kaplan Sterling Investments LLC
2016 - Present • 10 years
Fredonia, NY
HBKS Wealth Advisors
2016 - Present • 10 years
Fredonia, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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