Patricia Howe
Patricia Howe is a CFP-designated registered investment advisor at Howe Financial Advisory, LLC, based in Seattle, WA, with 21 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 2 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees for accounts over $3,000,000 are negotiable with a maximum of 0.75%. Service is limited to existing clients only.
Fee Estimator
Location
Seattle, WA
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Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Patricia is a joint owner of a vacation rental property since 1997, but her husband is the active partner. She spends minimal time on this investment-related business.
Employment History
Current Registrations
Howe Financial Advisory, LLC
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
Patricia E. Howe, Registered Investment Advisor, LLC
Lesa Sroufe & Company, INC.
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.
Exams
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