Harger and Company, Inc. (HCI) offers investment management and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. HCI also provides advisory services to 401(k) participants. HCI manages portfolios on a discretionary or non-discretionary basis and creates financial plans tailored to clients' financial status, investment objectives, risk tolerance, and tax status.
Assets Under Management$120M
Clients278
Advisors3
Avg. per Client$440K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Harger and Company's fees for managing your investments typically range from 0.00% to 2.00% per year of the account's value. The specific fee is negotiated between you and your advisor and agreed upon in writing. There is no minimum asset level required for this service.
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