MH
MH

Michael Howard-Johnson

9 Years of Experience
Boston, MA

Michael Howard-Johnson is a registered investment advisor at Shepherd Kaplan LLC, based in Boston, MA, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more.

Compensation
N/A
Firm Size
19 advisors
IM Fee
Planning only
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

53 State Street, 23rd Floor, Boston, MA, 02109-2820

Get directions

History

Regulatory History
Clean regulatory record

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
Shepherd Kaplan LLC
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
First Republic Investment Management, INC.
July 2017 - May 2018 · 10 mos
First Republic Securities Company, LLCBroker
May 2017 - May 2018 · 1 yr
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.
More Advisors