Hardy Reed, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,627,391,845
Clients
351
Advisors
13
across 3 offices
About
Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals (including high-net-worth clients), trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm also offers fiduciary consulting and pension advisory services in addition to traditional portfolio management and financial planning engagements.
The firm typically constructs discretionary portfolios concentrated in mutual funds and ETFs, employs fundamental analysis, and generally favors a long-term investment horizon while using Separate Account Managers for certain mandates. Hardy Reed supplements portfolio management with tailored financial plans, and uses a third-party platform and an order management system to manage held-away retirement and participant accounts and to support tax-efficient asset location and rebalancing.
Hardy Reed discloses and promotes a CEFEX® certification and offers CEFEX preparation and fiduciary training as part of its service set, a third-party certification and advisory-related rating that is uncommon among similar team firms. The firm also commonly recommends Fidelity for custody and execution and discloses receipt of institutional technology, research and support from that provider, which may influence its platform recommendations.
Client services
Expertise
Fee options
Flat or fixed fees generally not to exceed $10,000 for financial planning; up to $50,000 for fiduciary and pension consulting services.
$0 - null: Rates up to 1.5% annually; fees billed based on flat or tiered structure as agreed with client
Typical hourly fees up to $250 per hour for financial planning and fiduciary services.
Minimum fee: Typically a $10,000 minimum annual fee for investment management services, negotiable and may be waived or reduced. Fee-only: Investment advisory services fees based on assets under management; flat or tiered fee structure; financial planning and fiduciary services fees are flat or hourly fees.
Main office
See office101 S. Front Street
Tupelo MS 38804
Advisors at this office
8
Offices (3)
Most active in
Alabama · California · Florida · Georgia · Louisiana · Mississippi · New York · North Carolina · Tennessee · Texas
Also doing business as
Commodore Investment Company, Inc. · Commodore Investment Company, LLC · Hardy Reed · Hardy Reed Capital Advisors, LLC · Hardy Reed Fruge Capital Advisors, LLC · Hardy Reed, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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