Howard Capital Management Group (HCM) offers personalized, ongoing investment supervisory services, primarily focusing on publicly traded stocks and bonds. HCM may use Exchange Traded Funds (ETFs) in client accounts. HCM is part of Focus Financial Partners, LLC. As a fiduciary, HCM is legally required to act in your best interest. HCM implements investment advice on behalf of certain clients in held-away accounts that are maintained at independent third-party custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees may be negotiable. Schedule shown is for Equity & Balanced Investment Advisory Services. Fixed Income Investment Advisory Services have a different fee schedule: 0.60% on assets up to $2,499,999, 0.50% on assets from $2,500,000 to $4,999,999, 0.40% on assets from $5,000,000 to $9,999,999, and 0.35% on assets from $10,000,000 and above.