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 Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 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% |
Fees are negotiable. There is a $15,000 minimum annual fee. Family office services are included at no additional charge for accounts with $10,000,000 or more.
Fee Estimator
Location
1595 Spring Hill Road, Suite 305, Tysons Corner, VA, 22182
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Harbour Capital Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Elliott, CFAHarbour Capital Advisors, LLC
- Thomas Kim, CFAHarbour Capital Advisors, LLC
- Joshua Peerbolte, CFPSchwab Wealth Advisory, INC.
- Daniel Nampha, CFPCharles Schwab & CO., INC.
- Bryan Medina, CFPCharles Schwab & CO., INC.
- Christopher Buckley, CFPCharles Schwab & CO., INC.