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Raymond Howe

14 Years of Experience
Gainesville, GA

Raymond Howe is a registered investment advisor at Comprehensive Financial Planning INC, based in Gainesville, GA, with 14 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$102.6M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Minimum annual fee of $3,000. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Gainesville, GA

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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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Employment History
Current Registrations
Comprehensive Financial Planning INC
May 2011 - Present · 15 yrs
State Registrations2 states
GALA
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.
Raymond Howe - Financial Advisor | TrueAdvisor