HH
CFP
HH
CFP

Howard Haber

20 Years of Experience
Honolulu, HI

Howard Haber is a CFP-designated registered investment advisor at Apollo Wealth Management, LTD., based in Honolulu, HI, with 20 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 28 clients with $65M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$64.6M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fee is the greater of $3,500/year or 1.25% of assets and is negotiable.

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

Honolulu, HI

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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.

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Employment History
Current Registrations
Apollo Wealth Management, LTD.
November 2005 - Present · 20 yrs 5 mos
State Registrations2 states
HIPA
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.