Hatley Harrell
Hatley Harrell is a registered investment advisor at Crescent Advisor Group, INC., based in Lubbock, TX, with 23 years of industry experience. Hatley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 228 clients with $340M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 2.00% |
| $1M+ | 2.00% |
Standard fee schedule shown. Alternative Value Advisor Plus program charges 1.0625% for equities and funds, and 0.60% for debt instruments over $100,000. Fees for accounts over $1 million are negotiable.
Fee Estimator
Location
Lubbock, TX
Get directionsHistory
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
Hatley is involved in farm and land management for multiple entities, including Harrell Farms LTD and Zea Mays, Inc. He is also an independent licensed insurance agent and a registered representative and investment advisor representative of Crescent Securities Group, Inc. and Harrell Investments LLC.
Employment History
Current Registrations
Crescent Advisor Group, INC.
Crescent Securities Group, INC.
Crescent Securities Group, INC.Broker
Hj Harrell Investments
Previous Registrations
Lowell Wealth Management
Lowell & Company, INC.Broker
R O I Wealth Management
State Registrations3 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
- Tyler Castle, CFPCrescent Advisor Group, INC.
- Jonathon Bolt, CFPCrescent Advisor Group, INC.
- Taylor Reasoner, CFPEq Wealth Advisors
- Jean Griffin, CFPNorthstar Investment Advisory LLC
- Mark Bass, CFPCetera Investment Advisers LLC
- Anne Bednarz, CFPEvensky & Katz/foldes Wealth Management