Howard Feldman is a registered investment advisor at March Capital CORP., based in Highland Park, IL, with 28 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
Highland Park, IL
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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 ActivitiesSells Insurance
Howard is a Managing Director at Feldman Advisors LLC, spending nearly full-time originating and executing non-securities transactions and advising on investments. He also advises Publications International Ltd. and manages RAM VC Management, LLC, dedicating minimal time to each.
Employment History
Current Registrations
March Capital CORP.
March Capital CORP.Broker
March Capital CORP.
Previous Registrations
Wachovia Capital Markets, LLCBroker
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Chicago Capital Markets, INC.Broker
State Registrations2 states
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