Overview
- Total Firm Assets
- $133 million
- Average High-Net-Worth Client Portfolio Size
- $1.5 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: HARLOW ADV 2A AND 2B (2026-04-30)
· View brochure text
Latest filing: ADV 2A & 2B 05.06.2026 (2026-05-06)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 2.00% |
| $1,000,001 | $5,000,000 | 1.50% |
| $5,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $80,000 | 1.60% |
| $10 million | $130,000 | 1.30% |
| $50 million | $530,000 | 1.06% |
| $100 million | $1,030,000 | 1.03% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 86.47%
- Number of High-Net-Worth Clients
- 78
- Total Client Accounts
- 165
- Discretionary Accounts
- 165
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Regulatory Filings
- SEC CRD Number
- 133918
- ADV 2A & 2B 05.06.2026 (2026-05-06) · View brochure text
- HARLOW ADV 2A AND 2B (2026-04-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗