Howard Bailey Securities provides investment advice and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. They focus on helping clients build and preserve wealth through custom-tailored portfolios. They may also assist clients in accessing third-party estate planning services. Howard Bailey utilizes Fidelity Brokerage Services LLC as their third-party custodian.
Assets Under Management$480M
Clients1,707
Advisors16
Avg. per Client$280K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...