Paul Hall
Paul Hall is a CFP-designated registered investment advisor at Rather & Kittrell, INC., based in Knoxville, TN, with 26 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,133 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees negotiable for amounts over $25,000,000. RKI may adjust a client's fee related to cash holdings in a portfolio.
Fee Estimator
Location
11905 Kingston Pike, Knoxville, TN, 37934
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Paul is an insurance agent through a sole proprietorship since 1999, dedicating minimal time to this activity. He is also the owner of Tennessee Pension Administrators, RK Holdings, Inc., and an author, spending minimal to no time on these activities.
Employment History
Current Registrations
Rather & Kittrell, INC.
Previous Registrations
Securities Service Network, LLCBroker
Morgan Keegan & Company, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.