HB
ChFC
HB
ChFC

Howell Bell

28 Years of Experience
Thomaston, GA
1 DisclosureBrokerSells Insurance

Howell Bell is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Thomaston, GA, with 28 years of industry experience. Howell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1070 Highway 19 N, Thomaston, GA, 30286

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History

Regulatory History (1)
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Regulatory
May 2018
Final
Other Business ActivitiesSells Insurance

Howell is a Branch Manager at Rocket Mortgage, originating mortgage loans. He also owns Howell Bell's Insurance Agency, an insurance agency affiliated with State Farm, where he services customers and supervises employees, dedicating about half of his time.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2023 - Present · 2 yrs 11 mos
State Farm Vp Management CORP.Broker
January 1998 - Present · 28 yrs 6 mos
State Registrations2 states
GAKS
AdvisorBrokerBoth

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
No exam information available for this advisor.