Mechthild Howell is a registered investment advisor at LPL Financial LLC, based in Traverse City, MI, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2226 S. Airport Rd. W, Ste. C, Traverse City, MI, 49684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mechthild owns Hidden Hill Acres, LLC, a horse boarding stable, and is a partner at FOR Investment Partners, an investment management firm. She is also the President of Kessler Howell Management, Inc., a corporation for financial income.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Financial West Group
Financial West GroupBroker
Progressive Asset Management, INC.Broker
Painewebber IncorporatedBroker
State Registrations2 states
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