Assets Under Management

$26.6M

Number of Clients

94

Number of Advisors

1

Average Client AUM

$283K

AUM per Advisor

$26.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Howard Financial & Wealth Management, Inc. provides investment advice through consultations, financial planning, and alternative investment asset management. They utilize third-party managers and hold educational seminars. The firm's president is affiliated with an insurance agency.

Fee Structure

Minimum Investment:$10K
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate Planning
Loading...
Location

5401 Business Park S., #112, Bakersfield, CA, 93309

1 Advisors at this firm

Howard Financial | TrueAdvisor