Susanne Howard is a registered investment advisor at L.F. Howard Associates INC, based in Boston, MA, with 25 years of industry experience. Susanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $93M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Clients with whom L.F. Howard Associates, Inc. has longstanding relationships may not be subject to this fee schedule. The account size may be negotiable under certain circumstances.
Fee Estimator
Location
31 St. James Avenue, Suite 760, Boston, MA, 02116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
L.F. Howard Associates INC
State Registrations1 state
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