John Harrington is a registered investment advisor at Harrington Investments, INC., based in Napa, CA, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Socially Responsible Investing. Their firm serves 117 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. The standard annual investment management fee for Income accounts is as follows: - Up to $2,000,000: 0.75% - $2,000,000 to $5,000,000: 0.50% - More than $5,000,000: 0.25% For portfolios consisting of mutual funds only, the standard annual investment management fee is 1% of assets, which is in addition to the mutual funds’ own fees and expenses.
Fee Estimator
Location
1001 Second Street, Suite 325, Napa, CA, 94559
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harrington Investments, INC.
State Registrations1 state
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