Harding's Wealth Managers offers personalized investment management services. This includes determining financial objectives, identifying financial problems, managing cash flow, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Harding's Wealth Managers does not sell commissioned products. Client assets are held by a qualified custodian, and accounts are monitored continuously with formal reviews conducted bi-annually.
Assets Under Management$5.1M
Clients129
Advisors1
Avg. per Client$40K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...