Matthew Howard is a registered investment advisor at Howard-Martin Capital Group, LLC, based in Parlin, NJ, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 55 clients with $1.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Howard-Martin Capital Group's fees depend on a client's classification, which is based on the amount of assets they manage or the type of service. All clients within a classification are charged equally, either per hour, per month, or as a percentage of the assets they manage. Clients are responsible for transaction costs. Howard-Martin Capital Group uses Betterment for Advisors platform and charges an asset-based wrap fee that currently ranges from 0.12% to 0.20% of account balances, charged quarterly in arrears.
Location
Parlin, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Howard-Martin Capital Group, LLC
Previous Registrations
Howard-Martin Capital Group, LLC
State Registrations1 state
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