MH
MH

Matthew Harger

19 Years of Experience
Baton Rouge, LA
1 DisclosureBroker

Matthew Harger is a registered investment advisor at Harger and Company, INC., based in Baton Rouge, LA, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 278 clients with $120M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
278 clients
Average Client Portfolio
$443K average
Assets Under Management
$123.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Harger and Company's fees for managing your investments typically range from 0.00% to 2.00% per year of the account's value. The specific fee is negotiated between you and your advisor and agreed upon in writing. There is no minimum asset level required for this service.

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Location

8048 One Calais Ave Suite D, Baton Rouge, LA, 70809

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History

Regulatory History (1)
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Customer Dispute
October 2017
Settled
Other Business Activities

Matthew is an officer in ATM Properties and RL Harger and Associates, Inc., spending minimal time on each per month. He also conducts seminars through local universities on an as-needed basis, which takes a few hours per week when teaching and covers a brief overview of financial planning.

Employment History
Current Registrations
Harger and Company, INC.Broker
June 2007 - Present · 18 yrs 11 mos
Harger and Company, INC.
August 2006 - Present · 19 yrs 9 mos
State Registrations19 states
ALARAZCACOFLGAIDKYLAMDMSNJNMORSCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.