Financial Expert
Howland Advisory Corporation is a leading financial advisory firm that has been providing expert financial advice to clients for many years. With a team of highly qualified and experienced advisors, Howland Advisory Corporation is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
Here are some key takeaways about how Howland Advisory Corporation helps its clients:
- Provides personalized financial advice tailored to each client’s specific needs and goals.
- Offers a wide range of financial services, from retirement planning to investment management.
- Works with various types of clients, including individuals, families, and businesses.
- Transparent about fees and compensation, ensuring clients know what to expect.
- Backed by a team of knowledgeable and experienced financial advisors.
Facts and Insights
Founded in 1995, Howland Advisory Corporation has been operating for over 25 years. In that time, the firm has grown to manage a significant amount of assets and has helped countless clients achieve their financial goals. The following table provides a breakdown of the firm’s assets under management, number of advisors, and time in business as of December 2020.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
Howland Advisory Corporation offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning and income distribution strategies
- Investment management
- Estate planning and wealth transfer
- Tax planning and preparation
- Insurance analysis and risk management
- Cash flow and budgeting
- College savings planning
- Business succession planning
Client Types
Howland Advisory Corporation works with a diverse range of clients, including:
- Individuals and families
- Business owners and professionals
- High net worth individuals
- Retirees
Fees & Compensation
At Howland Advisory Corporation, we believe in transparency when it comes to fees and compensation. We work with clients to determine a fee structure that is aligned with their needs and goals. The following is a breakdown of our typical fees and compensation structure:
- Investment management: Fee based on a percentage of assets under management
- Financial planning: Flat fee or hourly rate
- Insurance products: Commissions from insurance companies
Background
Howland Advisory Corporation was founded by John Howland, a highly respected and experienced financial advisor with over 30 years of industry experience. The firm’s team of advisors has a diverse range of backgrounds and expertise, providing clients with a well-rounded and knowledgeable team to guide them on their financial journey.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Howland Advisory Corporation abides by strict regulations and must disclose certain information to clients. Some important disclosures to be aware of include:
- Registered with the SEC
- Fee-only compensation structure
- No reportable disciplinary events
- No conflicts of interest
In conclusion, Howland Advisory Corporation is a trustworthy and reputable financial advisory firm that puts clients’ needs first. With a team of experts and a wide range of services, we are dedicated to helping clients achieve their financial goals and secure their future. Contact us today to learn more about how we can help you.