Howard Wealth Management offers customized investment management using mutual funds, ETFs, and individual securities. They also provide financial planning services covering retirement, education, and insurance needs. Additionally, they offer financial consulting services to individuals and businesses. Howard Wealth Management requires clients to use Charles Schwab as their custodian.
Assets Under Management$360M
Clients261
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$180M
Fee Structure
Howard Wealth Management's annual fee for managing your investments is negotiable and ranges from 0.25% to 1.50% of your portfolio's value. The exact percentage depends on your financial situation, objectives, and the complexity of services provided. Fees are billed quarterly in advance.
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