HR
HR

Howard Rappaport

20 Years of Experience
San Antonio, TX
Sells Insurance

Howard Rappaport is a registered investment advisor at Cornermen Financial, LLC, based in San Antonio, TX, with 20 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 379 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
379 clients
Average Client Portfolio
$456K average
Assets Under Management
$172.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

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

1130 E. Sonterra Blvd, Suite 130, San Antonio, TX, 78258

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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

Howard is a member of Advisecore, LLC, an entity used to operate insurance services, and sells fixed income products. He also works as a sports broadcaster and is a director/educator at the Financial Education Institute, teaching retirement planning.

Employment History
Current Registrations
Cornermen Financial, LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Sequent Planning, LLC
September 2017 - January 2023 · 5 yrs 4 mos
Investment Advisors
April 2013 - October 2017 · 4 yrs 6 mos
Proequities, INC.Broker
April 2013 - October 2017 · 4 yrs 6 mos
Securian Financial Services, INC.
October 2005 - April 2013 · 7 yrs 6 mos
Securian Financial Services, INC.Broker
May 2005 - April 2013 · 7 yrs 11 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.