Hardin Capital Partners offers financial planning, investment portfolio management, and general consulting services. Financial planning addresses cash flow, retirement, and insurance. Investment plans are created based on client goals and risk tolerance, and portfolios are managed on a discretionary basis. General consulting is offered on a project basis and may include estate and tax planning analysis.
Assets Under Management$450M
Clients520
Advisors1
Avg. per Client$860K
Avg. per Advisor$450M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for balances above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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