HL
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Howard Lichstrahl
31 Years of Experience
Arlington, VA
1 Disclosure
Howard Lichstrahl is a registered investment advisor at H. L. Lichstrahl & Company, LLC, based in Arlington, VA, with 31 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $72M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$72.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable depending on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1901 N. Fort Myer Drive, Suite 417, Arlington, VA, 22209
Get directionsHistory
Regulatory History (1)
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Regulatory
September 1994Final
Employment History
Current Registrations
H. L. Lichstrahl & Company, LLC
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Legg Mason Wood Walker, IncorporatedBroker
June 1994 - October 1996 · 2 yrs 4 mos
PCM Securities Limited, L.P.Broker
February 1992 - July 1994 · 2 yrs 5 mos
Lehman Brothers INC.Broker
May 1988 - January 1992 · 3 yrs 8 mos
E. F. Hutton & Company INCBroker
March 1983 - May 1988 · 5 yrs 2 mos
Prudential-Bache Securities INC.Broker
November 1981 - March 1983 · 1 yr 4 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
June 1981 - September 1981 · 3 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - June 1981 · 1 yr 5 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
April 1979 - January 1980 · 9 mos
State Registrations1 state
VA
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.