Euclid Harding offers financial planning and investment management services. Financial planning includes comprehensive plans, project-based planning, and ongoing planning. Investment management involves managing client assets based on their goals and risk tolerance. Euclid Harding also provides advice on assets clients hold elsewhere. They also offer ERISA plan services to qualified retirement plans.
Assets Under Management$2.8M
Clients4
Advisors1
Avg. per Client$700K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Annual fee is negotiable based upon certain criteria. Minimum fee of $750 per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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