Harding Loevner Review


Trust Score 85%
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Harding Loevner, federally registered in 1990, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 4 advisors. Harding Loevner manages $54 billion and provides investment advisory services for 5,409 clients (1:1353 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 28 years

Considerations


  • There is only one licensed advisor for every 1353 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $54 billion
Average Account AUM $10,026,705
Hybrid Advisor Yes
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $2,500,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:1353
Headquarters Bridgewater, NJ
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