Advisor at Hassell Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hassell Wealth Management
Location
Houma, LA 70360
Credentials
ChFC®, Series 63
Industry experience
42 years
Financial planning fixed fees quoted in advance, generally starting at $2,400 for projects
$0 - $100,000: 1.80% $100,001 - $400,000: 1.65% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.50% $15,000,001+: 0.25%
Account minimum: None explicitly stated; firm may impose minimums or waive at discretion Minimum fee: Minimum fees may be imposed for establishing or maintaining accounts but are discretionary and not explicitly stated Fee-only: Financial planning fees start at $2,400 for projects and $200 per month for ongoing engagements; retirement plan services fees up to 1.0% annually, negotiable
Hassell Wealth Management
2018 - Present (8 years)
Lpl Financial LLC
2005 - 2018 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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