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Glen Harding
25 Years of Experience
Millsboro, DE
1 DisclosureSells Insurance
Glen Harding is a registered investment advisor at Harding's Wealth Managers, INC., based in Millsboro, DE, with 25 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 129 clients with $5.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
129 clients
Average Client Portfolio
$40K average
Assets Under Management
$5.1M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Millsboro, DE
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2005Final
Other Business ActivitiesSells Insurance
Glen is an independent insurance agent selling fixed and indexed annuities, long-term care, and various types of life insurance since 2004.
Employment History
Current Registrations
Harding's Wealth Managers, INC.
April 2006 - Present · 20 yrs 1 mo
Previous Registrations
Linsco/private Ledger CORP.Broker
June 2004 - December 2005 · 1 yr 6 mos
Securities America Advisors, INC.
July 2003 - June 2004 · 11 mos
Securities America, INC.Broker
September 2002 - June 2004 · 1 yr 9 mos
Edward JonesBroker
August 2000 - September 2002 · 2 yrs 1 mo
State Registrations4 states
DEFLPATX
Advisor
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.