Howland Capital Management offers personalized investment management and comprehensive financial planning for individuals, families, trusts, retirement accounts, foundations, and endowments. The firm manages portfolios on a personalized basis, tailoring investments to each client's specific goals, time horizon, tax situation, and risk tolerance. Services extend beyond investment management to include financial planning, estate planning, private trustee services, cash flow management, tax planning, tax return preparation, insurance reviews, education funding, charitable planning, and foundation services. Howland Capital Management operates as an independent firm owned by its partners and manages billions of dollars in client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fees may be affected by unmanaged assets or household asset consolidation.