How does the advisor help clients – Key Takeaways:
HARDING WEALTH, INC. acts as a trusted financial partner for its clients, providing expert advice and guidance to help them achieve their financial goals. The firm offers a range of financial services and caters to a diverse set of client types. With its transparent fee structure and experienced advisors, HARDING WEALTH, INC. is well-equipped to provide personalized and comprehensive financial solutions to its clients.
Facts and Insights
HARDING WEALTH, INC. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). The firm was founded in 2005 and has been in business for over 16 years. It has its headquarters in Chicago, Illinois and also has offices in New York City and Los Angeles.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $800 million | 10 | 16 years |
Financial Services Offered
HARDING WEALTH, INC. offers a range of financial services including investment management, wealth planning, retirement planning, tax planning, and insurance services. Its investment management services include portfolio management, asset allocation, and risk management strategies.
Client Types
The firm caters to a diverse set of client types, including high-net-worth individuals, families, entrepreneurs, and business owners. HARDING WEALTH, INC. also works with institutional clients such as pension funds, endowments, and foundations.
Fees & Compensation
HARDING WEALTH, INC. has a transparent fee structure and charges clients a percentage of assets under management as its fee. The firm may also charge hourly or project-based fees for certain financial services. HARDING WEALTH, INC. does not receive any commissions or third-party payments, ensuring that its advice is unbiased and in the best interest of its clients.
Background
HARDING WEALTH, INC. was founded by financial expert John Harding, who has over 25 years of experience in the financial industry. Under his leadership, HARDING WEALTH, INC. has grown to become a well-respected and trusted financial advisory firm.
Financial Advisor Disclosures to Know
As a registered investment advisor, HARDING WEALTH, INC. is required to disclose any potential conflicts of interest to its clients. This includes any compensation received from third parties, as well as any affiliations or relationships that may influence their advice. Clients can view these disclosures on the firm’s Form ADV, which is available on the SEC’s website.