Harding Wealth offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement and manage investments with discretionary authority. Harding Wealth also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. They primarily recommend diversified portfolios with a focus on liquidity and transparency.
Assets Under Management$160M
Clients145
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. Accounts with values below $50,000 may be assessed a $100 annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...