Harsh Wealth Management (HWM) provides asset management services where they manage your investments based on your goals, risk tolerance, and time horizon. HWM offers different service levels (Basic, Essential, and Premiere) with varying features. HWM also offers financial planning services on individual topics like retirement calculation, tax planning, and estate planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Harsh Wealth Management (HWM) manages your investments for a fee based on the amount of your portfolio. The annual fee is charged quarterly.
Basic Service Package
- Up to $99,999: 2.00% per year
- $100,000 to $4,999,999: 1.00% per year
- $5,000,000 and above: Negotiable
Essential Service Package
- Up to $4,999,999: 1.00% per year
- $5,000,000 and above: Negotiable *Minimum account size is $100,000
Premier Service Package
- Up to $4,999,999: 1.00% per year
- $5,000,000 and above: Negotiable *Minimum account size is $1,000,000
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