Advisor at Harding's Wealth Managers, Inc.
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Firm
Harding's Wealth Managers, Inc.
Location
Millsboro, DE
Credentials
Series 63, Series 65
Industry experience
25 years
Glen Harding is the sole advisor at Harding's Wealth Managers, Inc. in Millsboro, DE, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2006. Harding is also active as an independent insurance agent, selling fixed and indexed annuities as well as various life and long-term care insurance products. Harding’s Wealth Managers, Inc. offers personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary asset management, constructing custom portfolios using mutual funds, ETFs, and other exchange-traded products, with ongoing account monitoring and formal reviews at least semiannually.
Based on Harding's Wealth Managers, Inc.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 0.75%
Account minimum: $20,000 Fee-only: Fees based on assets under management, billed quarterly in advance, negotiable.
Millsboro, DE
Delaware · Florida · Pennsylvania · Texas
Harding's Wealth Managers, Inc.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 65
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Series 63, Series 65
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Metz Capital Management LLC
Series 65
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Greenwich Financial Advisors, LLC
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Axion Financial Group LLC
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