Dillon Hall
Dillon Hall is a registered investment advisor at Realta Investment Advisors, INC, based in Chandler, AZ, with 10 years of industry experience. Dillon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,958 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Realta Investment Advisors offers investment management services through various programs. The maximum annual fee for the Advisor as Portfolio Manager (APM) program is 2.50%, billed quarterly in advance. For Unified Managed Accounts (UMA) and Separately Managed Accounts (SMA), the maximum annual fee is also 2.50%, billed quarterly in advance, excluding platform fees. The total annual fee for the client (including Realta's fee and third-party platform fees) cannot exceed 3.00%. Fees are negotiable at Realta's discretion.
Location
1820 E Ray Road, Chandler, AZ, 85225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dillon is the Vice President of Perch Wealth, working with clients on investment recommendations full-time. Dillon also sells fixed insurance through Dillon Hall Insurance for minimal time, explains deferred sales trusts with Estate Planning Team for a few hours per week, and provides investment advisory services with Realta Investment Advisors for about 10-20% of their time.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Emerson Equity LLC
Emerson Equity LLCBroker
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Dfpg Investments, INC.
Dfpg Investments, INC.Broker
State Registrations25 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.