Harding Loevner LP

Fee-Only (% of Portfolio)

Harding Loevner is an investment manager specializing in global equities. They focus on long-term investments in high-quality, growing businesses, using in-depth research to analyze industries and companies. Harding Loevner offers various global, international, and emerging markets equity strategies through separately managed accounts, mutual funds, and wealth management programs.

Assets Under Management$34B
Clients4,069
AdvisorsN/A
Avg. per Client$8.5M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Harding Loevner's fees for investment management are calculated as a percentage of the assets they manage. The specific percentage varies depending on the investment strategy and the amount invested. For example, Global Equity (ordinary shares) is 1.00% annually on the first $20 million. Some strategies, like Global Equity (ADRs), have a minimum quarterly fee of $1,200. Fees for wrap programs and model programs are negotiated separately with the sponsors.

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Harding Loevner LP | TrueAdvisor