William Howard & Co. Financial Advisors, Inc. provides personalized investment management and financial planning services. The firm follows a structured six-step process to develop written investment policies, analyze existing portfolios, design tailored asset allocations, and monitor accounts on an ongoing basis. Services include comprehensive financial planning, single-purpose planning, consultation planning, and annual retainer services covering retirement, estate, tax, and insurance planning. William Howard serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Portfolios are managed on both a discretionary and nondiscretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees are negotiable. Corporate retirement plans with limited investment choices have separate lower rates ranging from 0.975% down to 0.50%.