Jason Howell Company (JHCO) provides investment management and financial planning services. Investment management involves creating and managing tailored portfolios based on client goals and risk tolerance. Financial planning covers areas like retirement, taxes, estate, and insurance. JHCO also offers family office services for high-net-worth clients. JHCO may conduct educational seminars and workshops for a fee.
Assets Under Management$45M
Clients85
Advisors2
Avg. per Client$530K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable upon request depending on the complexities of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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