Howard Capital Management is a registered investment advisor based in Alpharetta, Georgia, offering discretionary investment management services primarily through third-party financial professionals and broker-dealers. The firm manages diversified portfolios using its proprietary market trend indicator, the HCM-BuyLine®, and proprietary mutual funds and exchange-traded funds. Howard Capital Management offers services including diversified portfolio management, private wealth services, mutual fund advisory, self-directed brokerage accounts, and specialized retirement plan tools like the 401(k) Optimizer and TSP Optimizer. The firm does not provide comprehensive standalone financial planning, tax preparation, or estate planning documents.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable. The fee retained by Howard Capital Management is up to 1.10% of assets under management, after paying a portion to the client's primary investment professional.