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Scott Howell

13 Years of Experience
Folly Beach, SC

Scott Howell is a registered investment advisor at Ground Swell Capital, LLC, based in Folly Beach, SC, with 13 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
1 client
Average Client Portfolio
$1.1B average
Assets Under Management
$1.1B

Fee Structure

Investment management only (planning not offered)

Ground Swell Capital manages investments for pooled investment vehicles and charges a management fee calculated at an annual rate of 1.5% (0.125% per month) of the Capital Account balance of each Limited Partner. Ground Swell Capital is also eligible to receive a performance fee equal to 20% of the amount, determined as of the close of each Performance Period with respect to each Limited Partner’s Capital Account, by which (i) such Limited Partner’s Positive Performance Change for such Performance Period, if any, exceeds (ii) any positive balance in such Limited Partner’s Carryforward Account as of the most recent prior date as of which any adjustment has been made thereto. Clients are also responsible for various expenses associated with portfolio management, trading, research and ongoing monitoring of investments.

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Location

105 West Huron Avenue, Folly Beach, SC, 29439

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Ground Swell Capital, LLC
February 2013 - Present · 13 yrs 3 mos
State Registrations1 state
SC
Advisor

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Exams
No exam information available for this advisor.