Paul Fortin is a registered investment advisor at Harbor Island Capital LLC, based in Topsfield, MA, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $280M 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 $10.0M | 1.25% |
| $10.0M - $20.0M | 1.15% |
| $20M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
7 Grove Street, Unit 302, Topsfield, MA, 01983
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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 Island Capital LLC
State Registrations1 state
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