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Angela Howard

National Wealth Management Group, LLC
18 Years of Experience
Gahanna, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Angela Howard is a registered investment advisor at National Wealth Management Group, LLC, based in Gahanna, OH, with 18 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 1,314 clients with $530M in assets under management.

National Wealth Management Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$407K average
Assets Under Management
$534.9M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

81 Mill Street, Suite 300, Gahanna, OH, 43230

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Angela is involved in various insurance-related activities, including LTC insurance, fixed annuities, and fixed life insurance, dedicating about 10-20% of her time to these endeavors. She also provides investment advisory services through National Wealth Management Group, spending about half her time on this activity.

Employment History
Current Registrations
National Wealth Management Group, LLC
January 2022 - Present · 4 yrs 9 mos
LPL Financial LLC
April 2008 - Present · 18 yrs 6 mos
LPL Financial LLCBroker
April 2008 - Present · 18 yrs 6 mos
Previous Registrations
LPL Financial LLC
April 2017 - May 2017 · 1 mo
National Wealth Management Group, LLC
December 2016 - December 2021 · 5 yrs
LPL Financial LLC
March 2011 - April 2017 · 6 yrs 1 mo
State Registrations14 states
ALAZFLGAKYMINCNVOHORSCTXUTVA
AdvisorBrokerBoth

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.
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