Harger and Company, INC.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Harger and Company provides portfolio investment management and financial planning services to individuals, high net worth individuals, trusts, estates, pension plans, and corporations. Founded in 1981 and based in Baton Rouge, Louisiana, the firm builds diversified long-term portfolios using equities, fixed income, mutual funds, exchange-traded funds, and variable annuities. Harger and Company manages assets on both discretionary and non-discretionary bases depending on client preferences and account types. In addition to investment management, the firm creates detailed written financial plans addressing personal goals, cash flow, taxes, retirement, and insurance needs. Harger and Company also offers 401(k) advisory services to plan participants and educational public seminars.

Assets Under Management$140M
Clients280
Advisors3
Avg. per Client$490K
Avg. per Advisor$46M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.00% to 2.00% annually and are negotiated between the advisor and the client.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Harger and Company, INC. - Fees, AUM & Advisors | TrueAdvisor