Jolie Howell is a registered investment advisor at Strong Investment Management, LLC, based in Canton, OH, with 1 years of industry experience. Jolie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 384 clients with $96M 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 $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees listed are for equity portfolios. Non-equity portfolios have slightly lower fees: Up to $500,000: 0.90%, $500,001 - $1,000,000: 0.80%, $1,000,001 - $3,000,000: 0.65%, Above $3,000,000: 0.45%. The annual fee may be negotiable.
Fee Estimator
Location
100 30th Street Nw, Suite 100, Canton, OH, 44709
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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
Strong Investment Management, LLC
State Registrations1 state
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