Eva Howland
Eva Howland is a CFP-designated registered investment advisor at White Lighthouse Investment Management, INC., based in Brandenton, FL, with 9 years of industry experience. Eva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 406 clients with $920M 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 | Included |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
First $1,000,000 of investment management is included in the $10,000 annual fixed fee under the Professional Level. Additional AUM fees apply above $1,000,000.
Fee Estimator
Location
Brandenton, FL
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
White Lighthouse Investment Management, INC.
Previous Registrations
Moseley Investment Management, INC.
Edward Jones
Edward JonesBroker
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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