Howe Financial Advisory offers hourly financial consultations, financial planning, and investment management. Howe Financial Advisory's services are tailored to each client's unique situation. Howe Financial Advisory uses asset allocation, diversification, and cost-effective management to optimize investment results. Howe Financial Advisory primarily serves high-net-worth individuals.
Assets Under Management$12M
Clients4
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees are negotiable for accounts over $4,000,000, with a maximum of 0.75%. No new investment management clients are being accepted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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