Braden Howell is a CFP-designated registered investment advisor at Corient, based in Dallas, TX, with 19 years of industry experience. Braden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
5950 Sherry Lane, Suite 600, Dallas, TX, 75201
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2015Other Business Activities
Braden works as a service advisor for Messick Peacock & Associates, dedicating about half of his time. He is also an associate/employee for MPA Wealth, LLC, an independent RIA, spending about 10-20% of his time establishing the LLC for future financial planning and consultation.
Employment History
Current Registrations
Corient
Previous Registrations
Mpa Wealth, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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.