Howard Skillrud
Howard Skillrud is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 30 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
211 N Loop 1604 E, Suite 165, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Howard owns Heartland Management Services, which is currently dormant but maintains state registration. He also serves as a director for Skillrud and a board member for Skillrud, dedicating a few hours per week to each, and is a member of First United Methodist Church Boerne, also dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations15 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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