Danny Cory Howes

Advisory Alpha, LLC

17 Years of Experience

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Firm Information

Advisory Alpha, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

54 advisors

Number of Clients

13,126 clients

Average Client Portfolio

$264K average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:None

Financial Plan Fee:$1,000 - $10,000

Hourly Rate:$50 - $400/hr

Advisory Alpha generally charges asset-based fees ranging from 0.10% to 1.70% of assets under management, depending on services. Fees are negotiable and outlined in the advisory agreement. Hourly fees range from $50 to $400 per hour, and fixed fees range from $1,000 to $10,000, typically for the financial planning solution. Some representatives may include a minimum annual fee. Clients are responsible for third-party fees.

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Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

2945 Cardinal Dr., Vero Beach, FL, 32963

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Regulatory History (1)

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Criminal

November 1995

Final Disposition

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Other 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.