John Hassell is a ChFC-designated registered investment advisor at Hassell Wealth Management, based in Houma, LA, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 414 clients with $390M 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 $100K | 1.80% |
| $100K - $400K | 1.65% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts are grouped by household. Subject to a minimum annual fee of $5,000.
Fee Estimator
Location
300 Lafayette Street, Suite 200, Houma, LA, 70360
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business Activities
John owns Hassell Family Enterprises, a real estate rental business, since 2013. He spends minimal time on this, and none during securities trading hours.
Employment History
Current Registrations
Hassell Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
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.
Exams
More Advisors
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