Mackenzie Bell is a CFP, ChFC-designated registered investment advisor at Hilltop Wealth Advisors, LLC, based in Chapel Hill, NC, with 5 years of industry experience. Mackenzie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 588 clients with $640M 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 $1.5M | 1.00% |
| $1.5M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable based on factors such as anticipated future assets and relationship size. Certain clients are grandfathered into previous fee schedules.
Fee Estimator
Location
6340 Quadrangle Drive, Suite 100, Chapel Hill, NC, 27517
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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 →Employment History
Current Registrations
Hilltop Wealth Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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
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