Howland Capital Management (HCM) offers investment management to individuals, families, trusts, retirement accounts, foundations, and estates. HCM tailors its services to each client's needs, objectives, risk tolerance, and time horizon. Services include investment management, financial planning, estate planning, tax planning, and insurance review.
Assets Under Management$3.3B
Clients1,210
Advisors11
Avg. per Client$2.7M
Avg. per Advisor$300M
www.linkedin.com/company/howland-capital ·en.wikipedia.org/wiki/howland_capital_management ·www.howlandcapital.com
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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