Jeffrey Charles Hall

Avalan, LLC

7 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable Giving

Avalan, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

287 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$488.9M

Fee Structure

Minimum Annual Fee:$10,000

Location

233 E Carillo, Suite B, Santa Barbara, CA, 93101

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Avalan, LLC

May 2018 - Present · 7 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.