Harwood Capital offers investment advisory services to segregated managed accounts (SMAs). Each fund and SMA has its own investment objectives, strategies, and restrictions. Harwood prepares offering materials with respect to each Harwood Fund/SMA that contain more detailed information, including a description of the investment objective and strategy or strategies employed and related restrictions. Harwood provides investments to clients made up of Individuals, Corporate Entities and Trusts.
Assets Under Management$58M
Clients28
AdvisorsN/A
Avg. per Client$2.1M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee applies to Rockwood Strategic Plc. Harwood also charges a performance fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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