Howland Advisory provides investment management services on a discretionary or non-discretionary basis, creating custom portfolios based on your goals and risk tolerance. They also offer financial planning services, which include a written plan addressing areas like taxes, retirement, and investments. Additionally, Howland Advisory provides financial counseling services on topics like cash flow and education funding. They may also recommend unaffiliated third-party managers for a portion of your portfolio.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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 on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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