Harbor Advisory offers investment management of equity, balanced, and fixed income portfolios. Harbor also provides advice on retirement planning, estate planning, educational funding, insurance issues, debt management, and tax planning as they relate to portfolios. Harbor coordinates with tax, legal, and other professional advisors on behalf of its clients.
Assets Under Management$440M
Clients154
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for accounts over $20,000,000. Some clients have a fixed fee as a percentage of all assets expressed in basis points charged.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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