Howard Marshall
Howard Marshall is a registered investment advisor at Safe Harbor Fiduciary, LLC, based in St. Simons Island, GA, with 12 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 346 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% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. Fixed indexed annuity management is charged at up to 1.00% annually.
Fee Estimator
Location
St. Simons Island, GA
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.
Exams
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