Danny Howes is a registered investment advisor at Advisory Alpha, LLC, based in Vero Beach, FL, with 18 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.
Location
2945 Cardinal Dr., Vero Beach, FL, 32963
Get directionsHistory
Regulatory History (1)
Criminal
November 1995Other Business ActivitiesSells Insurance
Danny is the CEO of Howes Teeter Inc., providing tax preparation, accounting, and financial consulting services, dedicating about half of his time. He is also an insurance agent selling life insurance, long-term care insurance, and fixed annuities, spending about 10-20% of his time on this, and a non-operating partner in FL Insurance Partners, spending a few hours per week.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Truvestments Capital LLC
Motiv8 Investments LLC
East Coast Tax and Financial Planning
Mcdermott Investment Services, LLCBroker
The Terrio Group
Gradient Securities, LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
American Investment Services
Brookstone Capital Management LLC
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.