William Hardwick
William Hardwick is a registered investment advisor at Hardwick Capital Management, LLC, based in Shelbyville, IN, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 127 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hardwick Capital Management charges a percentage of your portfolio's value annually for investment management. These fees are charged quarterly, in advance, based on the portfolio's value at the end of the previous quarter. The fees vary based on the type of portfolio (equity & balanced vs. fixed income) and the amount invested. The firm's fees are not negotiable.
Equity & Balanced Portfolios:
- $0 to $1,000,000: 1.25% to 2.00%
- $1,000,001 to $5,000,000: 1.00% to 1.75%
- $5,000,001 to $10,000,000: 0.75% to 1.25%
- $10,000,001 and up: 0.50% to 1.00%
Fixed Income Portfolios:
- $0 to $1,000,000: 1.00%
- $1,000,001 to $5,000,000: 0.75%
- $5,000,001 to $10,000,000: 0.50%
- $10,000,001 and up: 0.25%
Location
25 Public Square, Suite 200, Shelbyville, IN, 46176
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2005Customer Dispute
January 2002Employment History
Current Registrations
Hardwick Capital Management, LLC
Previous Registrations
Abacus Consulting, P.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.