Myron Howie is a registered investment advisor at Casi Investments, based in Baltimore, MD, with 19 years of industry experience. Myron 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, Tax Planning. Their firm serves 67 clients with $120K 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 | 0.80% |
| $1M+ | 0.60% |
The annual fee for an Investment Management Agreement is $500.00 and is negotiable.
Fee Estimator
Location
1425 Eutaw Place, Baltimore, MD, 21217
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2005Judgment / Lien
June 2002Other Business Activities
Myron is a principal of CASI, Inc., which is organized into three separate companies focused on strengthening churches and charities. The time commitment varies depending on the business cycle and customer demands.
Employment History
Current Registrations
Casi Investments
Previous Registrations
Casi Institutional Consulting, INC.
Percival Financial Partners, LTD.Broker
State Registrations1 state
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.