Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HFMC receives fees for its services to Hartford Funds, including investment management and administrative services. These fees are negotiated and approved by the Hartford Funds’ Board of Directors / Trustees and are generally based on a stated percentage of the Fund’s average daily net assets. Advisory fees paid to HFMC for its Model Portfolio Strategies are agreed to between HFMC and the Program Sponsor. There are no advisory fees paid to HFMC for its Asset Allocation Model Portfolios; however, HFMC receives the advisory fees for the underlying Hartford Funds that are used within these models.
Areas of Practice
Advisor Information
Office location
690 Lee Road, Wayne, PA, 19087
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Clinton purchased Detloff Farm in MN in December 2022 and is responsible for purchasing inputs and selling crops. This activity requires minimal time and is not investment-related.