Hardy Reed offers financial planning, wealth management, and investment management services to individuals, high-net-worth individuals, trusts, and estates. They also provide fiduciary and pension consulting, along with investment management services to retirement plans, charities, corporations, and other business entities. Hardy Reed creates customized financial plans covering retirement, education, estate, cash flow, tax, and insurance needs. They primarily use fundamental analysis and a long-term investment strategy.
Fee Structure
Hardy Reed provides investment management services for individuals, charging a maximum of 1.5% annually. The fee can be a flat fee or tiered, as agreed upon in the client agreement. Fees are charged quarterly in advance based on the portfolio's market value at the end of the previous quarter. Hardy Reed may recommend a sub-adviser to manage a separate portfolio, and the client will pay a separate fee to the sub-adviser.