Byron Preuss
Byron Preuss is a registered investment advisor at Howard Capital Management, LLC, based in Roswell, GA, with 23 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,608 clients with $8B 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 | 1.10% |
Fees are negotiable. The fee retained by Howard Capital Management is up to 1.10% of assets under management, after paying a portion to the client's primary investment professional.
Fee Estimator
Location
555 Sun Valley Drive, Suite 84, Roswell, GA, 30076
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business Activities
Byron writes asset allocation plans for Cambridge Legacy Advisors and works as an outside sales agent for Howard Capital Management's advisory money management programs. The Howard Capital Management role takes nearly full-time.
Employment History
Current Registrations
Howard Capital Management, LLC
Previous Registrations
Cambridge Legacy Advisors, INC.
Ims Financial Advisors, INC.
Ims Securities, Inc.dba Ims Financial Advisors, INC
Estate Resources INC
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.
Exams
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