Ross Welch

Harbour Wealth Partners offers ongoing Personal CFO Services billed as a flat annual fee (paid quarterly) and/or hourly fees. The annual fee depends on the services chosen and includes features such as:

• Subscription to a personal financial dashboard
• Electronic vaulting for important documents
• Twice-yearly communication and consultation with your tax preparer, including electronic delivery of tax documents
• Annual confirmation of asset titling and beneficiary designations, along with communication with your estate planning attorney when appropriate

Projects and ongoing arrangements are defined in an annual engagement agreement.

• Personal Advisory Services — Hourly fees with a minimum of $300, estimated in advance based on the scope of your financial plan covering investments, insurance, taxes, and estate planning
• Business Advisory Services — Hourly fees with a minimum of $400, estimated in advance based on the scope of business planning
• Hourly consulting — Ranging from $40/hour for administrative staff up to $150/hour for investment advisor representatives Antenielle Bell and Ross Welch, and $290/hour for President Eric Welch