A complete list of active advisors currently associated with Hassell Wealth Management
Warmer can help you find a great advisor at Hassell Wealth Management or one who fits your needs even better.
Hassell Wealth Management is an SEC-registered advisory team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The five-advisor firm manages roughly $387 million on behalf of about 414 clients and serves both retail and high-net-worth individuals. The firm applies principles of modern portfolio theory to construct globally diversified portfolios, using fundamental security analysis alongside market-trend and economic-cycle analysis to set asset allocation. Accounts are managed on a discretionary basis and may include stocks, bonds, mutual funds, ETFs, and, where appropriate, strategies that employ margin, options, or outside managers. Notable disclosures in the brochure include a minor, non-controlling ownership interest held by the firm’s owners in their chosen custodian (acquired after custodian selection) and a practice of negotiating custodian arrangements under which the firm absorbs certain trading and custody costs for client accounts. The firm also does not accept non-discretionary accounts, does not vote client proxies, and offers fee-based financial planning and retirement-plan consulting while no longer accepting insurance commissions.
To learn more about the advisors currently working at Hassell Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houma, LA
| 2
| |
Houma, LA
| 13
| |
Houma, LA
| 42
| |
Houma, LA
| 9
| |
Houma, LA
| 12
|
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