How does the advisor help clients – Key Takeaways:
As one of the leading financial advisory firms in the industry, WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. strives to provide expert financial guidance and support to its clients. With a team of experienced advisors and a vast range of financial services, they are dedicated to helping individuals and businesses achieve their financial goals and build a secure future.
Here are some key takeaways on how WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. helps its clients:
- Provides expert financial advice and guidance
- Offers a wide range of financial services to meet various needs
- Dedicates a team of experienced advisors to each client
- Helps clients set and achieve their financial goals
- Offers personalized solutions for individual and business clients
Facts and Insights
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. was founded in 1997 by William Howard, a highly skilled and experienced financial advisor. With over 20 years of industry experience, William and his team have helped numerous clients achieve financial success and stability.
Based in New York City, the firm has a strong presence in both the local and national financial market. They are known for their personalized approach and commitment to providing top-notch financial advice and services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 23 years |
Financial Services Offered
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Each service is tailored to suit the individual needs and goals of the client, ensuring that they receive the best possible guidance and support for their financial journey.
Client Types
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. caters to a wide range of clients, including:
- Individuals
- Businesses
- Families
- High-net-worth individuals
- Retirees
No matter the client type, the firm ensures that each client receives personalized and expert financial guidance to help them achieve their financial goals.
Fees & Compensation
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. operates on a fee-based compensation structure, which means that they charge a percentage of the assets under management as their fees. This aligns the advisor’s interests with the client’s, as their compensation is directly tied to the performance of the client’s investments.
The firm is fully transparent and discloses all fees and charges to clients before signing any contracts, ensuring that there are no hidden costs.
Background
William Howard, the founder of the firm, has a strong background in finance and holds several industry certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. He leads a team of experienced and qualified advisors who work together to provide the best financial guidance and support to clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, there are some important disclosures that clients should be aware of before working with WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. These include:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- There are no legal or disciplinary actions against the firm or its advisors
- The firm may earn commissions or receive compensation from third-party providers for recommending certain products or services
In conclusion, WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. is a highly reputable and experienced financial advisory firm that offers a comprehensive range of services