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Howard Feldman

March Capital CORP.
28 Years of Experience
Highland Park, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Howard Feldman is a registered investment advisor at March Capital CORP., based in Highland Park, IL, with 28 years of industry experience. Howard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning.

March Capital CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$82.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $20.0M0.50%
$20M+0.40%

Fees are generally negotiable and memorialized in the client's advisory agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Highland Park, IL

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History

Regulatory History
Clean regulatory record

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.

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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.
April 2020 - Present · 6 yrs 6 mos
March Capital CORP.
March 2010 - Present · 16 yrs 7 mos
March Capital CORP.Broker
March 2010 - Present · 16 yrs 7 mos
Previous Registrations
Wachovia Capital Markets, LLCBroker
July 2003 - July 2008 · 5 yrs
Wachovia Securities, LLCBroker
October 1999 - July 2003 · 3 yrs 9 mos
First Union Capital Markets CORP.Broker
September 1998 - October 1999 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - August 1998 · 3 mos
First Chicago Capital Markets, INC.Broker
January 1996 - April 1998 · 2 yrs 3 mos
State Registrations3 states
AZILNC
AdvisorBrokerBoth

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.
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