Howland Capital Management traces its roots to 1967, when it was founded as Blackstone Management Corporation; it took the Howland name in 1994 and is owned by its partners. The firm pairs investment management with financial and estate planning, private trustee services, and tax return preparation for individuals and families, trusts, estates, foundations, endowments, and retirement accounts. Howland directly manages separate accounts of publicly and privately traded securities through in-house research, supplemented by mutual funds, ETFs, and its own funds-of-funds. Client assets invested in the fund-of-funds are charged an additional advisory fee. Howland offers additional services for an extra charge, including tax preparation, foundation services, investment consulting, and estate and trust fees.
Overview
- Headquarters
- Boston, MA
- Total Firm Assets
- $3.7 billion
- Average High-Net-Worth Client Portfolio Size
- $13.2 million
Recent Rankings
Fee Disclosure
Source: HOWLAND CAPITAL MANAGEMENT LLC (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.80% |
| $2,000,001 | $3,000,000 | 0.70% |
| $3,000,001 | $4,000,000 | 0.55% |
| $4,000,001 | $5,000,000 | 0.45% |
| $5,000,001 | $15,000,000 | 0.35% |
| $15,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $35,000 | 0.70% |
| $10 million | $52,500 | 0.52% |
| $50 million | $175,000 | 0.35% |
| $100 million | $325,000 | 0.32% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 51.26%
- Number of High-Net-Worth Clients
- 145
- Total Client Accounts
- 2,010
- Discretionary Accounts
- 2,010
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 104726
- HOWLAND CAPITAL MANAGEMENT LLC (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗