Howland Capital Management LLC
Assets Under Management
$3.3B
Number of Clients
1,210
Number of Advisors
12
Average Client AUM
$2.7M
AUM per Advisor
$276.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Howland Capital Management LLC (HCM) offers personalized investment management to individuals, families, trusts, retirement accounts, foundations, and other entities. Services include financial planning, estate planning, tax advice, insurance review, and ESG investing. HCM manages client accounts on a separate account basis, tailoring each to the client's goals and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Some client relationships exist wherein the fees are affected by certain situations such as un-feed assets in a managed account or consolidation of assets across a household.
Fee Estimator
The annual investment advisory fee is based on a percentage of assets under management. For example, a $5,000,000 account would incur a total annual fee of $35,000, or 0.70%. HCM also offers investment consulting, tax consulting, and tax return preparation for an hourly fee, which varies depending on the service and professional performing the work. Some client relationships have fees affected by certain situations such as un-feed assets or consolidation of assets across a household.
Areas of Practice
Location
75 Federal St, Ste 1100, Boston, MA, 02110-1911