Money equals freedom.
Our clients understand that money is a tool to give them freedom.
Freedom to not stress about inflation.
Freedom to create generational wealth.
Freedom to live well.
Everyone has unique objectives, but they always come back to feeling a sense of freedom and control over your life.
An Advisor for High Net Worth Individuals & Families
Life gets complicated, we understand and we’re here to help.
When you have a question, we want you to send it to us first.
”When should I worry about estate taxes?”
”How should I time my Social Security benefits?”
”Do I need to update my trust?”
”Should I be considering Roth IRA conversions?”
Your life will evolve and we’ll be there to help.
Our goal as your advisor is simple. Literally.
You’ve done a great job getting this far, now let us help simplify your life.
You don’t need a 50 page financial plan or 200 individual investments in your portfolio. Your life and your money is complicated enough.
Our aim is to make clients’ lives simpler through adaptive financial planning and elegant portfolio design.
We’re not here to take over, we’re here to be your partner.
Pricing
We primarily work with portfolios greater than $1,000,000 and have adopted the following transparent fee structure:
0.25% per quarter on the first $1,000,000 of portfolio assets, 0.125% on assets above $1,000,000.
This is the only way we’re paid. No commissions, no conflicting interests other than we make more when we try to make your portfolio larger.
*Depending on your circumstances, different fees may be negotiated.
Let’s have a conversation.
That’s right, a conversation is how things start. Not a pitch. Not a sales presentation. Not a meeting with contracts and paperwork. Just a discussion to find out more about your circumstances.
Give us a call at (602) 610-9545, send an email (adam@hardingwealth.com), or choose a time below to schedule.
