Thomas Repeta is a CFA-designated registered investment advisor at Harbor Investment Advisors, based in Portland, ME, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 25 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees may be negotiable in special cases. Lower fees apply to managed fixed income accounts only: 0.50% of first $100,000, 0.35% of next $900,000, 0.20% over $1,000,000.
Fee Estimator
Location
22 Monument Square #401, Portland, ME, 04101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Harbor Investment Advisors
State Registrations1 state
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