William Howard & CO. Financial Advisors, INC.
Assets Under Management
$320.7M
Number of Clients
182
Number of Advisors
4
Avg. Portfolio per Client
$1.8M
Avg. Managed per Advisor
$80.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
William Howard & Co. Financial Advisors provides investment advisory services and financial planning. Investment advisory fees are based on the value of assets managed. Financial planning services include comprehensive planning, single-purpose planning, consultation planning, and annual retainer services. William Howard manages client portfolios on an individualized basis and may employ sub-advisers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
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Location
6410 Poplar Ave, Suite 330, Memphis, TN, 38119-4839