Howard Blum is a registered investment advisor at Segall Bryant & Hamill, based in New York, NY, with 3 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 5,743 clients with $23B 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 $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.30% |
Rates shown are for core equity strategies. Other strategies have different schedules (e.g., fixed income ranges from 0.15% to 0.50%, and small cap/international strategies range from 0.55% to 0.80%). Fees are negotiable.
Fee Estimator
Location
101 Park Avenue, Suite 3100, New York, NY, 10178
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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 →Employment History
Current Registrations
Segall Bryant & Hamill
Previous Registrations
Princeton Value Partners LLC
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.
Exams
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