DH
CFA
DH
CFA

Denise Howard

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
201,647 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$574.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Parametric charges a fee based on a percentage of the assets they manage. The specific fee schedule and minimum account size vary depending on the investment strategy, product type, account size, how customized the account is, and the level of service required. Certain strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. Fees may be higher if the account requires more customization or other client requests. Participants in wrap programs should consult the brochure provided by their wrap sponsor.

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Location

800 Fifth Avenue, Suite 2800, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Denise is a non-trustee member of the Investment/Finance Committee at Seattle Prep High School since 2018, spending minimal time during business hours. She also serves on the Investment Committee for Gonzaga University since 2017, dedicating minimal time after business hours.

Employment History
Current Registrations
Eaton Vance Distributors, INC.
June 2018 - Present · 7 yrs 9 mos
Parametric Portfolio Associates
June 2018 - Present · 7 yrs 9 mos
Eaton Vance Distributors, INC.Broker
June 2018 - Present · 7 yrs 9 mos
Previous Registrations
Canterbury Consulting Incorporated
September 2016 - February 2018 · 1 yr 5 mos
Russell Investments
January 2006 - August 2016 · 10 yrs 7 mos
Russell Investments Financial Services, LLCBroker
January 2005 - August 2016 · 11 yrs 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.