Brett Howard is a registered investment advisor at Howard Wealth Management, LLC, based in Norwalk, CT, with 23 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 248 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.25% to 1.50% depending on portfolio complexity and administration needs. Fees are negotiable.
Fee Estimator
Location
Norwalk, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brett is a member of 47 Lafayette Place, LLC, managing a rental property since 2015. He spends minimal time on this activity.
Employment History
Current Registrations
Howard Wealth Management, LLC
Previous Registrations
Apw Capital, INC.Broker
United Securities Alliance, INC.Broker
Cherry Street Partners
Walnut Street Securities, INC.Broker
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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