Howland Capital Management LLC provides financial expertise and guidance to individuals and businesses looking to achieve their financial goals. With a team of experienced advisors and a diverse range of services, Howland Capital Management LLC is a trusted partner for its clients.
How does the advisor help clients – Key Takeaways:
- Specializes in providing personalized investment strategies tailored to each client’s unique goals and risk tolerance
- Offers a range of financial services, including wealth management, retirement planning, and tax planning
- Fosters long-term relationships with clients, providing ongoing support and guidance
- Utilizes a comprehensive approach to financial planning, taking into account all aspects of a client’s financial picture
Facts and Insights
Since its inception in 2005, Howland Capital Management LLC has been dedicated to helping clients achieve their financial objectives. The firm’s team of advisors has a combined experience of over 50 years in the financial industry, providing a wealth of knowledge and expertise to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 16 years |
Financial Services Offered:
- Wealth Management
- Retirement Planning
- College Planning
- Tax Planning
- Estate Planning
- Insurance Needs Analysis
Client Types
Howland Capital Management LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Families
Fees & Compensation
Howland Capital Management LLC operates on a fee-only model, meaning they do not receive commissions from the sale of financial products. This ensures there is no conflict of interest and the advisors are solely focused on their clients’ best interests.
The firm charges a percentage of assets under management as its fee, with the exact percentage varying based on the level of services and complexity of a client’s financial situation.
Background
Howland Capital Management LLC was founded in 2005 by John Howland, a seasoned financial advisor with over 20 years of experience in the industry. He saw a need for a more personalized and comprehensive approach to financial planning and launched the firm to fulfill that need.
Since then, the firm has grown to include a team of experienced advisors and has established a reputation for providing top-quality financial guidance and support to its clients.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest when working with a financial advisor. As a fiduciary, Howland Capital Management LLC is committed to putting its clients’ interests first and avoiding any conflicts.
The firm has no legal or disciplinary disclosures according to the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
In conclusion, Howland Capital Management LLC is a reputable and reliable financial advisor that offers a range of services to help clients reach their financial goals. With a team of experienced advisors and a commitment to always acting in the best interest of clients, the firm is a valuable partner for those seeking professional financial guidance.