Harnett Investment Advisers LLC

Fee-Only (% of Portfolio)

Harnett Investment Advisers manages investment portfolios for individuals, families, trusts, non-profit organizations, and retirement plans. Harnett Investment Advisers designs a portfolio, selects and buys suitable securities, and actively manages and monitors client accounts. In addition to investment management, Harnett Investment Advisers may provide financial planning services to its advisory clients who desire such services.

Assets Under Management$35M
Clients35
Advisors1
Avg. per Client$1M
Avg. per Advisor$35M

Fee Structure

Planning is included in investment management

Harnett Investment Advisers charges a fee based on the value of your portfolio. The advisory fees are generally between 1.0% and 2.0% annually. The specific percentage is determined by the complexity and amount of work required to manage your financial assets and assist you in achieving your financial objectives. All fees are subject to negotiation.

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Location

1 Advisors at this firm

Harnett Investment Advisers LLC | TrueAdvisor