Brian Howlett is a registered investment advisor at Amherst Financial Group, LLC, based in Amherst, NH, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 147 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amherst Financial Group charges a percentage of your portfolio each quarter for investment management services. The annual fee ranges from 0.75% to 1.25% depending on the scope and complexity of the services. Fees are negotiable. They can also select other investment advisors for clients through Third-Party Asset Management Programs (TAMP).
Location
8 Main Street, Amherst, NH, 03031
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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
Amherst Financial Group, LLC
Previous Registrations
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations2 states
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