Alex Tavares is a registered investment advisor at Howland and Associates, LLC, based in St Petersburg, FL, with 2 years of industry experience. Alex 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
10261 4th Street N., St Petersburg, FL, 33716
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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.
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Alex is an Assistant Professor of English at Hillsborough Community College since 2007, teaching English literature classes. This takes about 10-20% of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Howland and Associates, LLC
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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