Charlotte Halmo is a registered investment advisor at M1 Advisory, based in Greenville, SC, with 4 years of industry experience. Charlotte is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
The annual advisory fee is up to 0.20% of assets. The firm may waive or reduce fees at its discretion.
Fee Estimator
Location
Greenville, SC
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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 →Other Business Activities
Charlotte owns a stationery design business since 2022. She dedicates a few hours per week to this business.
Employment History
Current Registrations
M1 Advisory
M1 Finance LLCBroker
M1 Finance LLC
Previous Registrations
M1 Finance
Carson Advisory Group
Raymond James Financial Services, INC.Broker
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
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