L.F. Howard Associates, Inc. offers continuous investment advice based on individual client needs. They develop a personal investment policy and manage a portfolio based on client objectives, time horizons, risk tolerance, and liquidity needs. They manage accounts on a discretionary or non-discretionary basis. They also offer consulting services on areas like asset review, estate planning, and retirement planning.
Assets Under Management$93M
Clients30
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Clients with whom L.F. Howard Associates, Inc. has longstanding relationships may not be subject to this fee schedule. The account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...