Howlett Tax Services primarily serves individuals, often including retirement plans linked to their businesses. Investments are typically made through Charles Schwab, encompassing mutual funds, stocks, bonds, and certificates of deposit. Some investments are made directly through ExchangeRight, a real estate investment company. Howlett Tax Services researches investments and implements strategies based on client situations.
Assets Under Management$11M
Clients35
AdvisorsN/A
Avg. per Client$310K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.