Harding Financial Group Fees & Minimum

Overview

Headquarters: Westerville, OH
Total Firm Assets: $160 million
Average High-Net-Worth Client Portfolio Size: $2.9 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: 2024 ADV 2A (2026-02-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$999,999	1.60%
$1,000,000	$2,999,999	1.35%
$3,000,000	and above	1.10%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,000	1.60%
$5 million	$65,000	1.30%
$10 million	$120,000	1.20%
$50 million	$560,000	1.12%
$100 million	$1,110,000	1.11%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 80.21%
Number of High-Net-Worth Clients: 44
Total Client Accounts: 437
Discretionary Accounts: 437

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 135731

2024 ADV 2A (2026-02-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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