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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.00% to 2.00% annually and are negotiated between the advisor and the client.