HF
HF

Howard Michael Feldman

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$83.5M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $20.0M0.50%
$20M+0.40%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Highland Park, IL

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 →
Other Business ActivitiesSells Insurance

Howard is a Managing Director at Feldman Advisors LLC, spending nearly full-time originating and executing non-securities transactions and advising on investments. He also advises Publications International Ltd. and manages RAM VC Management, LLC, dedicating minimal time to each.

Employment History
Current Registrations
March Capital CORP.
April 2020 - Present · 5 yrs 10 mos
March Capital CORP.
March 2010 - Present · 15 yrs 11 mos
March Capital CORP.Broker
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Wachovia Capital Markets, LLCBroker
July 2003 - July 2008 · 5 yrs
Wachovia Securities, LLCBroker
October 1999 - July 2003 · 3 yrs 9 mos
First Union Capital Markets CORP.Broker
September 1998 - October 1999 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - August 1998 · 3 mos
First Chicago Capital Markets, INC.Broker
January 1996 - April 1998 · 2 yrs 3 mos
State Registrations2 states
ILNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.