Harlow Wealth Management offers ongoing investment management and personalized financial planning services to individual investors, trusts, estates, and businesses. Harlow helps clients build diversified portfolios by utilizing third-party money managers and managed account platforms, often working alongside partner firms to implement investment strategies. In addition to investment management, Harlow provides comprehensive financial planning covering taxes, retirement income, estate strategies, and insurance. Standalone financial planning is also available for clients who do not require ongoing portfolio management. Harlow is affiliated with Harlow Insurance Agency, through which associated professionals can recommend and sell insurance products and annuities. The firm primarily serves individuals and retirees, with a general minimum account size of $500,000, which may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Management fees are up to 1.55% of assets under management per annum, billed monthly in arrears. Fees are negotiable based on the size and complexity of the account.