Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
673 clients
Average Client Portfolio
$557K average
Assets Under Management
$374.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Financial Plan Fee:$5,000

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
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

400 East Mill Plain Blvd., Suite 200, Vancouver, WA, 98660

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2011
Final
Customer Dispute
June 2008
Settled
Other Business ActivitiesSells Insurance

Danny is involved with Harlow Insurance Agency since October 2024, working in insurance.

Employment History
Current Registrations
Harlow Wealth Management, INC.
February 2009 - Present · 16 yrs 11 mos
Previous Registrations
Brokers International Financial Services, LLC
August 2007 - February 2009 · 1 yr 6 mos
Brokers International Financial Services, LLC. Broker
January 2007 - February 2009 · 2 yrs 1 mo
American General Securities IncorporatedBroker
October 2002 - December 2006 · 4 yrs 2 mos
American General Securities Incorporated
February 2002 - December 2006 · 4 yrs 10 mos
Franklin Financial Services CorporationBroker
April 1979 - October 2002 · 23 yrs 6 mos
State Registrations5 states
AZCAORTXWA
Advisor
Exams
No exam information available for this advisor.