Assets Under Management
$3.3B
Number of Clients
1,210
Number of Advisors
12
Average Client AUM
$2.7M
AUM per Advisor
$276.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Howland Capital Management LLC offers personalized investment management to individuals, families, trusts, retirement accounts, foundations, and other entities. Services include financial planning, estate planning, tax planning, insurance review, and ESG investing. HCM manages client accounts on a separate account basis and tailors each account to the client's goals and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Some client relationships exist wherein the fees are affected by certain situations such as un-feed assets in a managed account or consolidation of assets across a household.
75 Federal St, Ste 1100, Boston, MA, 02110-1911