Hardwick Capital Management offers investment management based on individual client needs, creating portfolios aligned with their goals, risk tolerance, and time horizon. They also provide financial planning services, including a comprehensive evaluation of a client's financial situation, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. Consulting services are available for specific financial concerns.
Fee Structure
Hardwick Capital Management charges a percentage of your portfolio's value annually for investment management. These fees are charged quarterly, in advance, based on the portfolio's value at the end of the previous quarter. The fees vary based on the type of portfolio (equity & balanced vs. fixed income) and the amount invested. The firm's fees are not negotiable.
Equity & Balanced Portfolios:
- $0 to $1,000,000: 1.25% to 2.00%
- $1,000,001 to $5,000,000: 1.00% to 1.75%
- $5,000,001 to $10,000,000: 0.75% to 1.25%
- $10,000,001 and up: 0.50% to 1.00%
Fixed Income Portfolios:
- $0 to $1,000,000: 1.00%
- $1,000,001 to $5,000,000: 0.75%
- $5,000,001 to $10,000,000: 0.50%
- $10,000,001 and up: 0.25%