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Ronnie Howard

23 Years of Experience
Wall, NJ
Broker

Ronnie Howard is a registered investment advisor at Arkadios Wealth Advisors, based in Wall, NJ, with 23 years of industry experience. Ronnie 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 12,091 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.

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

4814 Outlook Drive, Suite 104, Wall, NJ, 07753

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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 Activities

Ronnie is a manager and 50% owner of Taurus Property Group, LLC, a passive rental real estate business, spending minimal time on it. Ronnie was also a partner in Onward Charter and Travel LLC, which is currently inactive, and a 50% owner in TPGCT, LLC, which invested in residential real estate rehab that has since been disposed of.

Employment History
Current Registrations
Arkadios Wealth Advisors
January 2020 - Present · 6 yrs 4 mos
Arkadios CapitalBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Gts Securities LLCBroker
April 2016 - October 2019 · 3 yrs 6 mos
Barclays Capital INC.Broker
January 2010 - April 2016 · 6 yrs 3 mos
Labranche & CO. LLCBroker
May 2002 - January 2010 · 7 yrs 8 mos
State Registrations5 states
CTFLNJNVNY
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.