Howard Marshall
Howard Marshall is a registered investment advisor at Safe Harbor Fiduciary, LLC, based in Pensacola, FL, with 11 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 318 clients with $130M 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 | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
700 South Palafox Street, Suite 300, Pensacola, FL, 32502
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business Activities
Howard owns multiple real estate properties and is an investment educator/content provider for Simpler Trading LLC since 2013. He dedicates nearly all of his time to Simpler Trading LLC.
Employment History
Current Registrations
Safe Harbor Fiduciary, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Allstate Financial Advisors, LLC
Synovus Securities, INC.
Morgan Keegan & Company, INC.
State Registrations2 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.