Harwood Investment Strategies offers investment management services to individuals, families, business entities, and non-profit organizations. They provide both discretionary and non-discretionary investment advice. For general financial planning consultations, they charge an hourly fee. Harwood Investment Strategies uses fundamental and quantitative analysis to make investment decisions, focusing on long-term growth and managing risk.
Assets Under Management$49M
Clients125
Advisors2
Avg. per Client$400K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Family members of Edwin L. Harwood are accorded a 10% discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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