Harlow Wealth Management, INC.
Assets Under Management
$374.8M
Number of Clients
673
Number of Advisors
7
Average Client AUM
$557K
AUM per Advisor
$53.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Harlow Wealth Management provides investment management and financial planning services tailored to individual client needs. They often recommend unaffiliated sub-advisors through AEWM's wrap fee program. Financial planning includes tax, investment, retirement, and estate planning analysis. Insurance products are offered through Harlow Insurance Agency, LLC, an affiliate.
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
Location
400 East Mill Plain Blvd., Suite 200, Vancouver, WA, 98660