| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are generally negotiable.
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Learn about disclosures →Howard is involved in several business ventures, including Katahdin Ventures LLC (representing personal business interests), Helium Financial Group LLC (a parent holding company), H. Maris and Associates (a tax and accounting practice), Helium Tax (an accounting firm), The Tax and Accounting Group LLC (tax prep services), BCR Group Holdings LLC (family real estate holdings), Helium Day Tax (tax and accounting firm), and Element Planning Solutions LLC (for advisors with insurance licenses). Element Planning Solutions LLC is set up so advisors who have insurance licenses can receive payment through Element Solutions.