Charlotte Halmo is a registered investment advisor at M1 Finance, based in Greenville, SC, with 4 years of industry experience. Charlotte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
M1 reserves the right to negotiate, reduce, or waive the advisory fee for certain client accounts.
Fee Estimator
Location
Greenville, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charlotte owns a stationery design business since 2022. She dedicates a few hours per week to this business.
Employment History
Current Registrations
M1 Finance
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.