Howell Hallett
Howell Hallett is a registered investment advisor at Mercer Global Advisors INC., based in Charlotte, NC, with 43 years of industry experience. Howell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
201 South College Street, Suite 2250, Charlotte, NC, 28244
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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
Howell has a North Carolina Life Insurance License connected with Simplicity AFG since 2015, dedicating minimal time. He also manages billing dues for The Bull Investment Club since 2009, also dedicating minimal time.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Stonecrest Capital Markets, INC.Broker
Kingfisher Capital, LLC
Redwine & Company, INC.Broker
Wealthtrust Advisors
Wealthtrust Advisors
Myers James M Research INC
James M. Myers and CO., INC.Broker
Thomson Mckinnon Securities INC.Broker
Carolina Securities CorporationBroker
State Registrations1 state
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.