Advisor at Harwood Investment Strategies, L.L.C.
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Firm
Harwood Investment Strategies, L.L.C.
Location
Monroe, MI 48162
Credentials
Series 65
Industry experience
17 years
Edwin Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. in Monroe, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Harwood Investment Strategies since 2008. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, employing a long-term, value-oriented investment approach that includes the use of derivatives and discretionary management for pooled vehicles such as employer-sponsored pension plans.
Based on Harwood Investment Strategies, L.L.C.
Based on Harwood Investment Strategies, L.L.C.
$0 - $250,000: 1.30% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.60% annually
$200 per hour for general financial planning consultations.
Account minimum: $200,000 Fee-only: Tiered percentage of AUM fees as specified; no commissions charged to clients by the firm.
214 E. Elm Ave, Suite #104
Monroe, MI 48162
Michigan · Ohio
Harwood Investment Strategies, L.L.C.
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Monroe, MI
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