Advisor at Howard Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Howard Capital Management, Inc.
Location
Huntsville, TX 77340
Credentials
Series 63
Industry experience
23 years
$0+: up to 1.1% of assets under management (negotiable and may vary by client) $0+: 0.06% of plan assets for HCM Guided Retirement plan fee (assessed quarterly, in arrears) $0+: 0.40% annual participant-level fee on assets placed within Custom Models of HCM Guided Retirement (includes custodial fees) $0+: Custodial fees of 0.025% to 0.035% (2.5 to 3.5 basis points) for plans selecting HCM Blended Models
Account minimum: $25,000 to open and maintain an advisory account; $15,000 minimum for Self-Directed Brokerage Window services or managing assets held in a variable annuity; $500,000 minimum for Ultra Aggressive investment allocation model Fee-only: Fee-only discretionary investment management services; advisory fees generally up to 1.1% AUM (negotiable)
The Optimized RIA ,INC
2015 - Present (11 years)
Howard Capital Management, Inc
1999 - Present (27 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Huntsville, TX
Edward Jones
Series 66
Huntsville, TX
Fidelity
Jacob Watson is Vice President and Financial Consultant at Fidelity Investments, where he partners with clients to develop roadmaps toward their financial health and goals. He has been with Fidelity Investments since 2020, progressing through roles including Investment Consultant and Financial Consultant before his current position. Prior to joining Fidelity, Jacob worked as a New Client Development Specialist at TD Ameritrade in 2019. His professional experience encompasses client relationship management and investment consulting. Outside of his professional work, Jacob's interests include cooking and baking, fitness, social events with friends, gardening, hiking, and traveling.
Series 65
Huntsville, TX
Howard Capital Management, Inc.
Series 63, Series 65
Huntsville, TX
OFG Financial Services, Inc.
Series 65
Huntsville, TX
Howard Capital Management, Inc.
Series 63, Series 65
Huntsville, TX
Kestra Advisory
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