About Harrow Management LLC
Harrow Management LLC is a reputable financial advisory firm that specializes in providing expert financial advice to clients. With years of experience in the industry, the team at Harrow Management LLC is highly knowledgeable and skilled in managing the financial needs of their diverse clientele.
How does the advisor help clients – Key Takeaways:
- Offers expert financial advice and assistance to clients
- Helps clients in making informed financial decisions
- Creates personalized financial plans tailored to the specific needs of clients
- Provides ongoing support and guidance to clients in managing their finances
Facts and Insights
Here are some key facts and insights about Harrow Management LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
Harrow Management LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
Harrow Management LLC caters to the financial needs of various types of clients, including:
- High net worth individuals
- Families
- Small business owners
- Corporate entities
Fees & Compensation
As a registered investment advisor, Harrow Management LLC charges clients a fee based on their assets under management. This fee structure ensures that the advisors are always acting with their clients’ best interests in mind. The fees charged are transparent and agreed upon before any engagement with clients begins.
Background
Harrow Management LLC was founded in 2006 by John Smith, a highly experienced and certified financial advisor. With a passion for helping clients secure their financial future, John has built a successful firm with a team of dedicated and knowledgeable professionals.
Financial Advisor Disclosures to Know
Before engaging with any financial advisor, it’s important to understand their background and disclosures. Here are some important things to know about Harrow Management LLC:
- Certified as a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC)
- Has no prior disciplinary actions or legal proceedings
- Adheres to a fiduciary standard, meaning they must always act in the best interests of their clients