Howard Financial
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 may advise on taxation issues and trust services. The firm utilizes third-party money managers and receives referral fees.
Fee Structure
Financial planning fees are negotiable and fixed. Level II planning is $500 plus a $125 annual fee, Level III is $1000 plus $250 annually, and Level IV is $2000 plus $500 annually. Level V is fee upon request, not to exceed $2000. Alternative investment asset management has a 1% annual fee on cumulative loans issued by Ignite Funding, LLC, which may be negotiable. The firm utilizes third-party money managers, and the client's total fees will be based on an annual percentage of assets under management between 0.50% and 2.00%. A minimum of $10,000 is required to open an account for Trust Deed investments.
Areas of Practice
Location
5401 Business Park S., #112, Bakersfield, CA, 93309