Howard-Martin Capital Group offers investment planning, portfolio management, and analysis of investment vehicles. They create investment plans tailored to each client's resources, goals, and timeline. They use fundamental and technical analysis, along with their own methods, to analyze investments. Howard-Martin Capital Group does not take custody of client funds but uses Interactive Brokers and Betterment Securities as custodians.
Fee Structure
Howard-Martin Capital Group's fees depend on a client's classification, which is based on the amount of assets they manage or the type of service. All clients within a classification are charged equally, either per hour, per month, or as a percentage of the assets they manage. Clients are responsible for transaction costs. Howard-Martin Capital Group uses Betterment for Advisors platform and charges an asset-based wrap fee that currently ranges from 0.12% to 0.20% of account balances, charged quarterly in arrears.