Gerald Howell
Gerald Howell is a registered investment advisor at Arlington Wealth Management, based in Arlington Heights, IL, with 15 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 223 clients with $200M 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 $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
The minimum quarterly fee for Investment Management Services is $1,875. Certain legacy fee schedules may exist or be offered depending on client circumstances. Fees are negotiable.
Fee Estimator
Location
21 S. Evergreen Avenue, Suite 100, Arlington Heights, IL, 60005-7800
Get directionsHistory
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
Gerald is the president of Messter MO LTD, a pass-through S corp for tax financial business, spending minimal time per month. Gerald is also an independent licensed insurance agent, dedicating minimal time per month.
Employment History
Current Registrations
Arlington Wealth Management
Previous Registrations
Arlington Wealth Management
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Fsic
FsicBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, 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.