How does the advisor help clients – Key Takeaways:
Harlow Capital Management LLC provides expert financial advice and services to clients looking to grow their wealth and achieve their financial goals.
They offer a range of services, including portfolio management, financial planning, and risk management strategies, to ensure their clients’ money is working for them.
Their team of experienced advisors works closely with each client to create a personalized financial plan tailored to their specific needs and goals.
- Expert financial advice and services
- Portfolio management, financial planning, and risk management strategies
- Personalized and tailored financial plans
Facts and Insights
Harlow Capital Management LLC has a proven track record of helping clients achieve their financial goals through sound investment strategies and expert financial advice.
Their team of advisors has decades of combined experience and a deep understanding of the financial market, allowing them to navigate even the most complex financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Figures as of 2019.
Financial Services Offered
Harlow Capital Management LLC offers a variety of financial services to help clients build and manage their wealth, including:
- Portfolio management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Risk management strategies
Client Types
Harlow Capital Management LLC works with a diverse range of clients, including individuals, families, and small businesses. Their services are tailored to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
The fee structure at Harlow Capital Management LLC is transparent and straightforward. They charge a percentage of assets under management, with fees decreasing as assets increase.
They also offer flat-fee options for specific services, such as financial planning. Clients can rest assured that their advisors have no conflicts of interest, as they do not receive commissions for recommending specific investments.
Background
Harlow Capital Management LLC was founded in 1994 by John Harlow, a highly respected financial expert with over 30 years of experience in the industry. The company has since grown to include a team of experienced advisors dedicated to helping clients achieve their financial goals.
Their client-centered approach and commitment to providing personalized financial solutions have earned them a reputation as a trusted and reliable financial management firm.
They are also committed to giving back to the community and regularly participate in various charitable initiatives.
Financial Advisor Disclosures to Know
Harlow Capital Management LLC prides itself on transparency and abiding by all regulatory requirements. They have a clean record with no reported disciplinary actions or conflicts of interest.
Their advisors are all licensed and hold the necessary certifications to provide financial advice and services.
Additionally, the firm has a rigorous risk management policy in place to protect clients’ assets and regularly reviews and updates their compliance procedures to ensure they are up to industry standards.