EH
EH
Emily Harding
7 Years of Experience
Ridgeland, SC
1 Disclosure
Emily Harding is a registered investment advisor at Dividend Assets Capital, LLC, based in Ridgeland, SC, with 7 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 425 clients with $620M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
425 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$620.1M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
58 Riverwalk Blvd., Ridgeland, SC, 29936-8126
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1993Final Disposition
Other Business Activities
Emily serves as a power of attorney since January 2022. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Dividend Assets Capital, LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Morgan Stanley
November 2019 - September 2023 · 3 yrs 10 mos
Morgan StanleyBroker
November 2019 - September 2023 · 3 yrs 10 mos
Kalos Management
September 2018 - July 2019 · 10 mos
Kalos Capital, INC.Broker
March 2018 - July 2019 · 1 yr 4 mos
State Registrations1 state
SC
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.