Howard Financial Services (HFS) is a wealth management firm offering personalized investment management and financial planning services. HFS helps clients with investment and financial goal setting, risk analysis, cash flow management, tax planning, legacy planning, retirement planning, insurance advice, and education funding. HFS also consults with small businesses on organizational structure, succession planning, and general business planning.
Assets Under Management$1.4B
Clients520
Advisors14
Avg. per Client$2.7M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
All advisory fees are negotiable. Some clients are billed at a fixed percentage and are not subject to the tiered schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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