Blom & Howell Financial Planning, Inc.
Modesto, California
5.0
3 Reviews
Blom & Howell Financial Planning, Inc. is a well-established investment advisory firm located in Modesto, CA. With a team of four employees, two of whom specialize in investment advisory services, the firm offers comprehensive financial planning solutions to a diverse clientele. Impressively, Blom & Howell Financial Planning manages an average of $53,910,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios and deliver personalized strategies. Their compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed...
See more
Loading...

Assets Under Mgmt

$107.82M

Investment Professionals

2

Locations

0

% 401K & Individual

55%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.