Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
520 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.4B
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
All advisory fees are negotiable. Some clients are billed at a fixed percentage and are not subject to the tiered schedule. Some clients are charged an annual fixed fee, not to exceed $60,000, that is paid monthly or quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8350 Meadow Road, Suite 181, Dallas, TX, 75231
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2012Dismissed
Other Business Activities
John is a board member of the Camp John Marc Foundation, a camp for disabled or impaired children. He dedicates a few hours per week to this activity, including a couple of hours during securities trading hours.
Employment History
Current Registrations
Howard Financial Services, LTD.
December 2003 - Present · 22 yrs 3 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.