Fee Structure

 

Harding Financial Group

Average Global Mutual Fund Fee
(Provided by Morningstar)
On the first $999,999 of Investment Assets 1.50% 1.26%
On the next $2,000,000 1.00% 1.26%
Over $3,000,000 0.75% 1.26%
Does your current Advisor provide…

Harding Financial Group

Average Global Mutual Fund
(Provided by Morningstar)
Return of Fee Guarantee greencheckmark RedXSmaller
Personal relationship with Investment Advisor & Certified Financial Planner greencheckmark RedXSmaller
Fee Based Compensation greencheckmark RedXSmaller
Fully customized portfolios with the flexibility to make individualized tax efficient decisions greencheckmark RedXSmaller
Availability of custom risk management strategies and estate planning techniques greencheckmark RedXSmaller

 

Most fee-only planners are fiduciaries, which means they are legally obligated to put their clients’ interests first. Surprisingly, and appallingly, the typical broker is not a fiduciary, and is held to a lower standard… Just know that it’s a topic you should research and bring up with any financial advisor you consider hiring.” Robert Brokamp, CFP & Advisor for Motley Fool