Hartland & Co Review

Trust Score 96%
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Hartland & Co, federally registered in 1988, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 8 advisors. Hartland & Co manages $4.1 billion and provides investment advisory services for 544 clients (1:68 advisor/client ratio).

Some fees are based upon a percentage of assets under management at a fixed rate or tiered basis, generally ranging from 0.40% to 1.00%, while some clients negotiate a fixed retainer.



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Managed Investing

Feature Value
Minimum Investment $0
Average Account AUM $7,445,109
Hybrid Advisor No
Disciplinary History No
Total AUM $4.1 billion
Advisor / Client Ratio 1:68
Headquarters Cleveland, OH
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