William Hardwick is a registered investment advisor at Hardwick Capital Management, LLC, based in Murrells Inlet, SC. 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
Murrells Inlet, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hardwick Capital Management, LLC
State Registrations2 states
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