Howard Monte
Howard Monte is a registered investment advisor at Clarity Wealth Management, L.L.C., based in Gilbert, AZ, with 20 years of industry experience. Howard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 944 clients with $240M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
3303 E Baseline Rd, Ste. 107, Gilbert, AZ, 85234
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business Activities
Howard operates Clarity Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor. He dedicates full-time hours to these investment-related activities.
Employment History
Current Registrations
Clarity Wealth Management, L.L.C.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
Banc of America Investment Services, INC.Broker
Chase Investment Services CORP.Broker
State Registrations8 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.
Exams
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