Erica Hall Wealth Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,723,868
Clients
93
Advisors
1
of 4 employees
About
The firm serves individual clients — including high-net-worth households — and charitable organizations, providing ongoing investment management through a tiered AUM program alongside comprehensive financial planning. It also offers a subscription-based planning service (MyAdvisor) designed for clients who prefer planning-only engagements or who do not meet the Wealth Advisory minimum.
The firm’s investment process combines fundamental, technical, and cyclical analysis to construct diversified, long-term portfolios using strategic and tactical asset allocation, periodic rebalancing, and both discretionary and non-discretionary management. Service cadence and deliverables are aligned to account tiers, with supplemental reporting and planning tools provided through client-facing technology platforms.
Noteworthy for its size, the firm operates as a solo-practitioner RIA managing roughly $13.8 million for about 90 clients and periodically conducts educational seminars and workshops for the public and clients — a practice that is relatively uncommon among peers. The principal also holds a life and health insurance producer license and may recommend insurance or annuity products placed through third-party carriers, which can result in commission-based compensation disclosed to clients.
Client services
Expertise
Fee options
$100,000 - $499,999: 1.50% $500,000 - $749,999: 1.35% $750,000 - $999,999: 1.15% $1,000,000+: 1.00%
Insurance and annuity commissions paid to Erica Hall, separate from advisory fees
MyAdvisor subscription service with monthly fees of $50, $75, $125, or $250 (annual equivalents $600 to $3,000)
Account minimum: $100,000 Minimum fee: Minimum annual fees by tier: Silver $4,800; Gold $7,500; Platinum $12,000; Diamond $18,000 Fee-only: Subscription fees from $50 to $250 per month depending on tier; annual equivalent $600 to $3,000
Main office
2000 Town Center Drive, Suite 1900
Southfield MI 48075
Advisors at this office
1
Most active in
Michigan · Texas
Also doing business as
Eh Wealth Advisors LLC · Erica Hall Wealth Advisors, LLC · Erica Hall Wealth Advisors, LLC. · Hall, Erica
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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