Howard Lisch
Howard Lisch is a registered investment advisor at Lisch Investment Management LLC, based in Jersey City, NJ, with 30 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 101 clients with $63M 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 | 1.50% |
| $1.0M - $1.5M | 1.45% |
| $1.5M - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $3.0M | 1.20% |
| $3.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees for accounts under $4,000,000 are NOT NEGOTIABLE. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
105 Greene Street Ste L5, Jersey City, NJ, 07302
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Howard is the owner of Lisch Investment Management, LLC, providing financial advice and third-party management. He also owns Lisch & Lisch LLC (accounting and tax services), Hudson River Investment Group, LLC (brokerage and insurance activities), and Howard Lisch Attorney at Law, and is a partner in Loft 5 Holdings LLC (commercial real estate).
Employment History
Current Registrations
Lisch Investment Management LLC
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Lisch Investment Management LLC
Securities Service Network, INC.Broker
Trusted Securities Advisors CORP.Broker
State Registrations3 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.