Blom & Howell Financial Planning provides wealth management and financial planning services. Wealth management combines investment management with financial planning through a bundled fee program. Financial planning is also offered as a standalone service, covering areas like retirement, estate, tax, and education planning. Clients can choose to have Blom & Howell manage their investments or simply receive financial planning advice.
Assets Under Management$160M
Clients423
Advisors2
Avg. per Client$380K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Blom & Howell Financial Planning offers comprehensive wealth management services for a fee based on the value of your portfolio. The maximum fee is 1% per year, charged monthly. This service is offered through a bundled fee program. Please refer to Blom & Howell's Wrap Fee Brochure for more information.
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