Howard Kibrick is a CFP-designated registered investment advisor at Tsa Management INC, based in Clifton Park, NY, with 29 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. Their firm serves 2,566 clients with $1.5B 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 $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Rates reflect TSA Portfolio Management's primary equity schedule under Lockwood programs. Fees may vary by program, such as 0.75% to 1.5% for accounts under $500K in Pershing Tier I, and are subject to negotiation for larger accounts. Other programs like Marstone charge 0.5% and CUNY charges 0.55% to 0.75%.
Fee Estimator
Location
4 Executive Park Dr, Suite 101, Clifton Park, NY, 12065
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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
Howard is the Advocacy Chair for the Financial Planning Association, spending minimal time on this investment-related activity. He is also the President of the NENY FPA Chapter, Endowment Chair for Sidney Albert JCC of Albany, and Assistant Treasurer of SAJCC.
Employment History
Current Registrations
Tsa Management INC
Halliday Financial, LLCBroker
Previous Registrations
Tsa Management INC
Uvest Financial Services Group, INC.Broker
Essex National Securities, INC.Broker
Troy Financial Investment Services Group, INC.Broker
Linsco/private Ledger CORP.Broker
Liberty Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations17 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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