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Columbus Financial Advisors
Harding Financial Group, LLC
200 East Campus View Blvd. Suite 200
Columbus, OH 43235
(614) 515-4494
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Advisor Profile
Name: Michael Harding
Phone Number: (614) 515-4494
Website: Visit Website
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Business Description

The Harding Financial Group provides comprehensive financial advice to emerging affluent / affluent investors who prefer to do business with objective and independent, Private Money Managers. While our clients have access to all investment opportunities offered through any large investment firm, they avoid the significant conflict of interest between sales and sound investment advice.

If you?ve been disappointed with your broker, we ask that you contact us to discover the value of truly objective advice.
 

General Information

Gender:    Male
CRD#:    4171553
States Licensed in:    OH
States Willing to do Business in:    OH, NC, TX, CA, IN, KY
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    3
Work Experience:    Michael R. Harding holds a Financial Management degree from The Ohio State University. He began working at Morgan Stanley in the spring of 1997. During his employment at Morgan Stanley, he received his NASD Series 7, 63, 65, 31 (Futures & Commodities), as well as Variable Annuity, Life and Health Insurance licenses. Mr. Harding also gained the designation of Retirement Planning Specialist. In 2001, Mr. Harding was awarded the National Directors Award for a performance level in the top 3% of his peers. In late 2001, Mr. Harding joined Merrill Lynch where he formed a partnership in which he and another Financial Advisor managed or advised on over 160 million dollars of individual client assets. During his time at Merrill Lynch Mr. Harding was able to earn another designation of Certified Financial Manager (CFM), was invited to join the Executive Club, began hosting continuing education classes for CPA's and completed one of the most comprehensive financial service designations, Certified Financial Planner (CFP). Mr. Harding is a member of the Financial Planning Association and in 2003 and 2004, the American Family of Funds recognized his financial expertise and dedication to the principles of sound investing by naming him a member of their All-American Team.
I work with the following types of clients:    Individual Investors, Investment Clubs
 

Education

Academic Background
 
Degree in Financial Management - The Ohio State University
 

Services

Investment Types:    Private Money Management, Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Retirement Planning Specialist, CERTIFIED FINANCIAL PLANNER (CFP®)
Securities Licenses:    Series 65, Series 63, Series 31, Series 7
Insurance and Annuity Licenses:    Annuity, Life
Financial Organization Memberships:    Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance

Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-only financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Hourly, Based on Assets, Flat Fee
Fee % Based on Assets:    .50%- 1.5%
Hourly Rate:    $180
Additional Details on Charges:    No cost for the initial consultation and portfolio review.

Consulting Fee's are $180/hour.

Account fees are based on assets under management.

For the first,
$500,000 - $999,000 - 1.5%

For the next,
$1,000,000 - $3,000,000 - 1.0%

Above $3,000,000 - 0.75%
 
 
 
Prepared By: Michael Harding