Jason Howell Company manages customized investment portfolios and offers comprehensive financial planning services. The firm builds portfolios using a passive investment approach with a focus on value stocks, sustainable and responsible investing, and asset allocation. In addition to managing investments, Jason Howell Company provides holistic financial planning that covers retirement, cash flow, employee benefits, taxes, estate planning, and business consulting. The firm also offers specialized family office services for high-net-worth clients with complex needs. Jason Howell Company operates primarily in Virginia and works directly with individual clients, high-net-worth individuals, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on portfolio complexity. Ongoing financial planning is included with this service.
