Howard Financial Services, LTD.
Assets Under Management
$1.4B
Number of Clients
520
Number of Advisors
14
Avg. Portfolio per Client
$2.7M
Avg. Managed per Advisor
$101.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Howard Financial Services (HFS) offers personalized investment management and financial planning services. These services include determining investment and financial goals, identifying financial weaknesses, risk analysis, and cash flow management. HFS also offers strategic tax planning, legacy planning, retirement planning, insurance advice, and education funding recommendations. HFS also consults with small businesses on organizational structure, succession planning, and mergers and acquisitions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
All advisory fees are negotiable. Some clients are billed at a fixed percentage and are not subject to the tiered schedule. Some clients are charged an annual fixed fee, not to exceed $60,000, that is paid monthly or quarterly.
Fee Estimator
Areas of Practice
Location
8350 Meadow Road, Suite 181, Dallas, TX, 75231
