Harrington Investments, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Harrington Investments (HII) is an investment advisory firm specializing in socially responsible investing. HII manages investment portfolios for individuals, trusts, estates, charities, corporations, and other businesses. HII also provides investment consulting and financial planning services on an hourly basis. HII offers Growth, Balanced, and Income investment objectives, tailoring its services to each client's investment goals, risk tolerance, and social investment criteria.

Assets Under Management$360M
Clients117
Advisors3
Avg. per Client$3M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees are negotiable for accounts over $10,000,000. The standard annual investment management fee for Income accounts is as follows: - Up to $2,000,000: 0.75% - $2,000,000 to $5,000,000: 0.50% - More than $5,000,000: 0.25% For portfolios consisting of mutual funds only, the standard annual investment management fee is 1% of assets, which is in addition to the mutual funds’ own fees and expenses.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

3 Advisors at this firm

Harrington Investments, INC. | TrueAdvisor