Harlan Financial offers investment advisory services through third-party asset managers like Buckingham Strategic Partners, Discipline Wealth Solutions, and The Efficient Portfolios Program. Harlan Financial helps clients determine an appropriate investment strategy and may have investment discretion over client accounts. The firm also offers financial planning and consulting services, pension consulting, educational seminars, and a subscription financial advisory service for non-investing clients.
Fee Structure
Harlan Financial uses third-party asset managers to manage client investments. The total fee you pay depends on which manager is selected and the amount of your assets.
For example, if you choose Efficient Advisors for non-qualified household accounts, you'll pay a total fee that includes 1% to Harlan Financial plus a percentage to Efficient Advisors. The total fee ranges from 1.15% to 1.35% depending on the amount invested. Fees are deducted directly from your account monthly in advance.
If your account falls below $50,000, it may be placed into a "Small Account Allocation" which mirrors the standard portfolio as closely as possible.