BP
BP

Byron Preuss

23 Years of Experience
1 Disclosure

Byron Preuss is a registered investment advisor at Howard Capital Management, INC., 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 Investment Management. Their firm serves 10,402 clients with $6.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$660K average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Howard Capital Management charges an advisory fee based on a percentage of the assets they manage. The fee is negotiable and may vary depending on factors like account size and complexity. The portion of the advisory fee that Howard Capital Management retains, after payment to your primary investment professional, will range up to, but will not exceed, 1.1% of assets under management. The fee is generally billed monthly in advance, based on the value of your account at the end of the previous month. There may be transaction charges involved with the purchasing or selling of securities which are separate and distinct from advisory fees paid to our firm.

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Location

555 Sun Valley Drive, Suite 84, Roswell, GA, 30076

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History

Regulatory History (1)
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Customer Dispute
April 2011
Pending
Other 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, INC.
May 2009 - Present · 16 yrs 11 mos
Previous Registrations
Cambridge Legacy Advisors, INC.
September 2004 - December 2012 · 8 yrs 3 mos
Ims Financial Advisors, INC.
May 2004 - September 2004 · 4 mos
Ims Securities, Inc.dba Ims Financial Advisors, INC
December 2003 - September 2004 · 9 mos
Estate Resources INC
January 2003 - November 2003 · 10 mos
State Registrations1 state
TX
Advisor

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.