Howland Advisory is an investment advisory firm that provides investment management (both discretionary and non-discretionary), financial plans, and financial counseling services. These services are offered to individuals, IRAs, trusts, estates, and corporations. Howland Advisory can also assist with the selection of unaffiliated asset managers. The firm uses fundamental and technical analysis to devise investment strategies.
Assets Under Management$30M
Clients18
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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