Harwood Investment Group provides investment management services to individuals, trusts, and estates. HIG works with clients to develop a financial outline and investment plan based on their goals and risk tolerance. HIG manages client portfolios on a discretionary basis, meaning they can make trades without asking first. Clients can place restrictions on their accounts.
Assets Under Management$17M
Clients15
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
These fees apply to the equity portion of the account. Fixed income accounts are charged differently: 0.375% on the first $10M and 0.250% on amounts over $10M. Minimum annual fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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