Managed Portfolios


Howland and Associates can taylor an investment portfolio to fit your needs. By getting to know our clients, speaking with them, and assessing their financial situation, Howland and Associates will present you with investment strategies that help you reach your goals.

Information About our Fees:

The fee for assets under management at Howland and Associates are one-tenth of 1% per month on the first $1,000,000 based on the market value of the account at the end of the prior month.  Management fees are lower for assets under management greater than $1,000,000.

Fees for all family accounts may be bundled for clients with greater than $1,000,000 in assets under management at Howland and Associates.

Howland and Associates typically receives client authorization to automatically withdraw fees from the investment account at the third-party custodian.

Howland and Associates has a monthly minimum fee of $250 for assets under management.

Howland and Associates does not charge any performance-based fees (fees based on a share of capital gains on or capital appreciation of the assets of a client.)

Fees for management of client accounts are exclusive of brokerage transaction costs (trade fees) at third party custodians or other related expenses.

A report detailing all account fees charged by Howland and Associates or third party custodians is available for current clients at any time, without charge, upon request.

Please see our ADV Part II (link)for a complete schedule of management fees at Howland and Associates.