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Torrence Harder

13 Years of Experience
Lexington, MA

Torrence Harder is a registered investment advisor at Harder Management Company, INC., based in Lexington, MA, with 13 years of industry experience. Torrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 9 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$40.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are 1% or less and may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

76 Bedford Street, Suite #23, Lexington, MA, 02420

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Torrence is the President and sole director of Entrepreneurial Ventures, Inc. (EVI), dedicating minimal time to reviewing potential investments and managing private fund operations; he also serves as a director on the boards of Microfinancial Inc., Command Credit Corporation, Mindedge, Inc., and Plastech Innovations, Inc., each requiring minimal time.

Employment History
Current Registrations
Harder Management Company, INC.
June 2012 - Present · 13 yrs 10 mos
State Registrations1 state
MA
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.
Torrence Harder - Financial Advisor | TrueAdvisor