Tupelo, MS Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Hardy Reed, LLC
Team
Firm-wide stats for Hardy Reed, LLC
Clients per advisor
27 Very LowAvg AUM per client
$4,636,444 Very HighHNW client ratio
58% Very HighAbout
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.
Based on Hardy Reed, LLC
Location
101 S. Front Street
Tupelo MS 38804
Advisors at this office
8
Advisors at this office
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