A complete list of active advisors currently associated with Erica Hall Wealth Advisors, LLC.
Warmer can help you find a great advisor at Erica Hall Wealth Advisors, LLC. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Erica Hall Wealth Advisors, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Southfield, MI
| 16
|
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