Howard Friedman
Howard Friedman is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in Rockville, MD, with 17 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1451 Rockville Pike, Ste 250, Rockville, MD, 20852
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Howard is an agent for the sales of Medicare programs and related insurances at Jack Shroder & Associates, spending about a third of his time. He also owns and operates Baltimore Steel Knifemakers LLC, a manufacturer of handmade knives, dedicating about half his time.
Employment History
Current Registrations
Private Client Services, LLC
Previous Registrations
Bright Futures Wealth Management, LLC
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisors LLCBroker
Cetera Advisors LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
State Registrations2 states
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.