Howard Wealth Management provides personalized investment management and financial planning services to individuals, high-net-worth families, pension plans, and businesses. The firm builds tailored portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, operating as a fiduciary required to act in your best interest. In addition to managing investments, Howard Wealth Management offers comprehensive financial planning, family office services, wealth transfer strategies, and pension consulting. The firm tailors its services to your specific goals, risk tolerance, and financial situation, coordinating with outside professionals such as accountants and attorneys when needed.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.25% to 1.50% depending on portfolio complexity and administration needs. Fees are negotiable.