Lisa Angelo is a ChFC-designated registered investment advisor at Halter Ferguson Financial INC, based in Carmel, IN. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 292 clients with $700M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Minimum client relationship size is generally $2,000,000, but fees and minimums are negotiable. Financial planning is included in the fee. A separate schedule applies to Rebellionaires accounts ($1.00% on the first $5M, 0.50% above $5M).
Fee Estimator
Location
13080 Grand Blvd., Suite 130, Carmel, IN, 46032
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 →Employment History
Current Registrations
Halter Ferguson Financial INC
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
More Advisors
- Bradford Ferguson, CFAHalter Ferguson Financial INC
- Tiffany White, CFPHalter Ferguson Financial INC
- John Wortman, CFPValeo Financial Advisors, LLC
- Nicholas Weyhmueller, CFPValeo Financial Advisors, LLC
- Gregory Smith, CFPCapital Client Group, INC.
- Nicholas Fohrer, CFPValeo Financial Advisors, LLC