Simrin Dhillon is a registered investment advisor at Harbor Capital Advisors, INC., based in Chicago, IL, with 6 years of industry experience. Simrin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $65B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbor Capital manages investments for various funds, ETFs, and collective investment trusts. The fees for these services are based on a percentage of the fund's assets. Harbor Capital uses these fees to compensate subadvisors. The specific fees and expenses for each fund or trust are detailed in their respective prospectuses or offering documents. Harbor Capital also offers model portfolios, but does not charge a separate fee if the portfolios consist of Harbor Funds and ETFs. For certain stock-selection models, Harbor Capital receives either a flat fee or an asset-based fee.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harbor Funds Distributors, INC.
Harbor Capital Advisors, INC.
Harbor Funds Distributors, INC.Broker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.Broker
State Registrations53 states
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