HP
CFP
HP
CFP
Howell Posner
32 Years of Experience
Braddock Heights, MD
2 Disclosures
Howell Posner is a CFP-designated registered investment advisor at Awareness Wealth Advisors, INC., based in Braddock Heights, MD, with 32 years of industry experience. Howell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$11.8M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.70% to 2.00% and are negotiable based on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Braddock Heights, MD
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2001Denied
Customer Dispute
November 1997Settled
Employment History
Current Registrations
Awareness Wealth Advisors, INC.
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Awareness Wealth Advisors, INC.
November 2015 - December 2019 · 4 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
November 2015 - December 2016 · 1 yr 1 mo
Morgan Stanley
June 2009 - November 2015 · 6 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2015 · 6 yrs 5 mos
Citigroup Global Markets INC.
October 2001 - June 2009 · 7 yrs 8 mos
Citigroup Global Markets INC.Broker
October 1994 - June 2009 · 14 yrs 8 mos
Painewebber IncorporatedBroker
March 1992 - November 1994 · 2 yrs 8 mos
State Registrations2 states
MDVA
Advisor
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
No exam information available for this advisor.