Nicholas Bundy is a registered investment advisor at Harbour Capital Advisors, LLC, based in Tysons Corner, VA, with 4 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 55 clients with $700M 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 $5.0M | 1.15% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Clients who engage Harbour Capital Advisors to provide Foundation and Grants Management Administration services will be charged an additional fee, between 0.25% to 0.50% of the market value of the assets placed under management. Clients with a minimum asset level of $10,000,000 will receive the Registrant’s Family Office Services include administrative, planning and various other services detailed above, at no additional fee.
Fee Estimator
Location
1595 Spring Hill Road, Suite 305, Tysons Corner, VA, 22182
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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
Harbour Capital Advisors, LLC
State Registrations1 state
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