Harman Investment Advisors manages investment portfolios for individuals and institutions, focusing on domestic equities. They offer two equity products: a value-oriented, all-capitalization portfolio and an equity-income portfolio targeting above-market dividend income. Harman Investment Advisors uses fundamental and quantitative analysis to actively manage client accounts, investing in stocks, bonds, mutual funds, and cash equivalents. They manage accounts on a discretionary basis and monitor portfolios regularly, implementing changes as needed.
Assets Under Management$3.3M
Clients11
Advisors1
Avg. per Client$300K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on factors like account size and client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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