West & Howard Inc (Wayzata)

West & Howard Inc is an adviser based in Wayzata. It manages $59.23 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

West & Howard provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

West & Howard: assets under management

The assets under management (AUM) of West & Howard Inc is $59.23 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $45.23 million in discretionary accounts and $13.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.97 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $822.99 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay West & Howard Inc for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at West & Howard Inc

William Louis Howard has been acting as President since 1 Mar 1994. Kristen Liv Starkman joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Louis Howard	President	1 Mar 1994	75% - 100%	4389193
Kristen Liv Starkman	Executive vice president	1 May 2008	Other	2749791

Based in Wayzata

The principal office where West & Howard Inc performs its advisory services is located at 155 Gleason Lake Road, Wayzata, MN 55391, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.