Ross Thomas is a registered investment advisor at Howland and Associates, LLC, based in Saint Petersburg, FL, with 5 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $140M 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 | 1.20% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $3.0M | 0.96% |
| $3.0M - $4.0M | 0.84% |
| $4.0M - $5.0M | 0.72% |
| $5M+ | 0.60% |
Rates reflect annualized figures derived from the firm's monthly fee schedule. The Howland and Associates Repository Program (HARP) charges an annual rate of 0.12%. 529 plan accounts have a separate tiered fee schedule ranging from 0.30% to 0.60% annualized. Fees are negotiable in limited situations, and family account values may be bundled.
Fee Estimator
Location
260 1st Ave S Suite 200-120, Saint Petersburg, FL, 33701
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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
Howland and Associates, LLC
State Registrations1 state
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Exams
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