Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees can be up to 1.55% annually, based on the average daily account value. Fees are charged monthly in arrears. Harlow may negotiate fees based on account size and complexity. Financial planning is offered at no extra charge as part of ongoing investment management or as a standalone project for a $5,000 flat fee. Sub-advisor fees are separate from Harlow's fees and are disclosed in the sub-advisor's documents.
Areas of Practice
Advisor Information
Office location
400 East Mill Plain Blvd., Suite 200, Vancouver, WA, 98660
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 ActivitiesSells Insurance
Alex is involved with Harlow Insurance Agency, LLC since October 2024, working in insurance.