Harfst and Associates, INC.
Assets Under Management
$721.7M
Number of Clients
518
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$240.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Harfst and Associates, Inc. provides wealth management services to individuals, families, and small businesses, including investment management combined with financial, retirement, estate, and charitable giving planning. They also offer institutional management services and pension consulting services. Fees are based on AUM or hourly/fixed fees for financial planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are calculated on a graduated basis and are negotiable depending on individual client circumstances.
Fee Estimator
For wealth management services, fees are based on a percentage of assets managed, billed quarterly in advance. For example, the annual fee is 1.25% on the first $250,000, scaling down to 0.40% for assets over $20,000,000. Fees are calculated on a graduated basis. The firm may charge a fixed fee in limited circumstances, and fees are negotiable. Financial planning services are billed at $450/hour or a fixed fee between $450 and $5,000, depending on the complexity and scope of the engagement.
Areas of Practice
Location
1949 Sugarland Drive, #220, Sheridan, WY, 82801