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The fee is billed in advance, is negotiable and has a $7,500 annual minimum.","source":"FORM ADV PART 2A DATED 2026MARCH25, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hartford Financial Management use?","answer":"Hartford Financial Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $532M and Wilmington Trust (Buffalo, NY), with $115M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hartford Financial Management have?","answer":"Hartford Financial Management has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hartford Financial Management invest in?","answer":"At the end of its last fiscal year, Hartford Financial Management’s separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 15% state and local bonds, 6% other, 2% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% cash and equivalents. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}