How does the advisor help clients – Key Takeaways:
Harkrider Capital Management, LLC is a renowned financial firm that provides a range of services to its clients. With a team of expert advisors, the company helps clients achieve their financial goals through strategic planning and investment management.
Facts and Insights:
Founded in 2007, Harkrider Capital Management, LLC has been in the business for over a decade. In this time, the company has grown in both size and reputation, managing substantial assets for its clients. With a team of highly qualified advisors, the firm has a deep understanding of the financial market and helps its clients make informed decisions for their investments.
The company’s investment philosophy is centered around long-term growth and wealth preservation. By creating tailored investment strategies for each client, Harkrider Capital Management, LLC aims to maximize returns while minimizing risk.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 12 years |
Financial Services Offered:
Harkrider Capital Management, LLC offers a range of financial services to its clients, including investment management, retirement planning, estate planning, and tax planning. The company also offers risk management and insurance solutions to help protect and grow clients’ assets.
Client Types:
Harkrider Capital Management, LLC caters to a diverse client base, including high net-worth individuals, families, and small businesses. The company also offers its services to institutions such as endowments and foundations.
Fees & Compensation:
For its investment management services, Harkrider Capital Management, LLC charges a fee based on a percentage of assets under management. The company also offers hourly rates for financial planning services, and fees for insurance and risk management solutions may vary.
Background:
Harkrider Capital Management, LLC was founded by James Harkrider, a financial expert with over 20 years of experience in the industry. Along with his team of advisors, Harkrider has built a successful firm with a strong reputation for exceptional service and results.
Financial Advisor Disclosures to Know:
• Harkrider Capital Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
• The firm has a fiduciary duty to act in the best interests of its clients, and it does not receive any commissions for recommending investments.
• Harkrider Capital Management, LLC has a clean record with no regulatory actions, legal disputes, or disciplinary events reported.
• Advisors at Harkrider Capital Management, LLC may also have additional disclosures on their individual documents, which clients should review carefully.