John Howard is a registered investment advisor at Howard Financial Services, LTD., based in Dallas, TX, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 520 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
All advisory fees are negotiable. Some clients are billed at a fixed percentage and are not subject to the tiered schedule.
Fee Estimator
Location
8350 Meadow Road, Suite 181, Dallas, TX, 75231
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other Business Activities
John is a board member of the Camp John Marc Foundation, a camp for disabled or impaired children. He dedicates a few hours per week to this activity, including a couple of hours during securities trading hours.
Employment History
Current Registrations
Howard Financial Services, LTD.
State Registrations1 state
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.