Harding Financial Group provides ongoing portfolio management based on clients' goals and risk tolerance. They offer discretionary asset management, selecting and purchasing investments on clients' behalf. Harding Financial Group also offers financial planning and consulting services, charging an hourly or fixed fee for services like retirement planning and investment advisor selection. Client needs are determined through due diligence regarding suitability, goals, and risk tolerance.
Assets Under Management$160M
Clients97
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$53M
www.youtube.com/watch?v=fbcxfq1yd6s ·www.linkedin.com/company/harding-financial-group ·www.hardingfinancialgroup.com
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.60% |
| $1000K - $3.0M | 1.35% |
| $3M+ | 1.10% |
Advisory fees are sometimes negotiated based on a client’s individual circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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