Harlow Wealth Management offers investment management and financial planning services tailored to individual client needs. Harlow often recommends clients utilize sub-advisors through AEWM's wrap fee program. Harlow provides educational resources and holds events for clients and prospects. Harlow also provides advice on retirement plan rollovers, acting as a fiduciary in such recommendations.
Fee Structure
Harlow Wealth Management's investment management fees can be up to 1.55% of the value of your portfolio per year. The exact fee may be negotiable based on the size and complexity of your account. Fees are charged monthly, based on the average daily value of your account. Harlow often recommends using sub-advisors, who charge separate fees that are disclosed in their own brochures.