Advisor at Howard Capital Management Group, LLC
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Firm
Howard Capital Management Group, LLC
Location
Westminster, MD
Credentials
Series 63, Series 65
Industry experience
23 years
Michael Wissel is a financial advisor at Howard Capital Management Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Howard Capital entities since 2001. Howard Capital Management Group provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals and institutional clients. The firm employs fundamental, technical, and cyclical analysis in managing portfolios that typically include equities, fixed income, and ETFs, and operates as an indirect subsidiary of Focus Financial Partners.
Based on Howard Capital Management Group, LLC
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000+: 0.75%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 for Equity & Balanced services; $6,000 for Fixed Income services
Westminster, MD
California · Maryland · Texas
Howard Capital Management Group, LLC
2020 - Present (6 years)
Howard Capital Management, Inc.
2001 - 2020 (19 years)
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Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Verified by Warmer
CFP®
Eldersburg, MD
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Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.
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