Senior Wealth Manager - Partner
- Employer
- Hall Capital
- Location
- Pasadena, Ca.
- Salary
- Pay will be a function of fees brought over and growth in firm going forward
- Closing date
- Aug 21, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Employment Type
- Full Time
Job Details
Small $120 million wealth management firm seeking someone to ultimately take over. The right applicant will likely have a book of business to bring over within one year on which 80% of the income associated with those accounts will be paid to that applicant. The right person is smart, entrepreneurial, analytical, and good with clients. We have just 30 clients who are very happy and no trouble. The markets are the challenge, not our clients. The published track record of our "Focus List" stocks has beaten the S&P 500 by 2% per annum since inception some 12 years ago. In addition to individual stocks and an occasional mutual fund/ETF for market exposure, we also utilize niche alternatives. The firm has grown organically with no marketing effort. There is considerable potential to grow the firm. Growth associated with new talent will be allocated 80% to that talent. This is a perfect situation for someone who is thinking of going out on their own in wealth management.
Company
Hall Capital, LLC is a small Registered Investment Advisor with $100 million of assets under management with 20 loyal high net worth individual clients. We focus on conservative, tax efficient, long term investments which include individual stocks, bond funds and illiquid alternatives. We have a process in place that has worked well since our inception in 2010. We only charge an asset management fee and no commissions. We do well when our clients do well. All quarterly letters and the follow ups are shown on our website at www.hallcapitalmanagement.com.
- Website
- http://www.hallcapitalmanagement.com/
- Telephone
- 6265785700
- Location
-
199 S. Los Robles Ave
535
Pasadena
CA
91101
United States
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