The Harbor Group, INC.
Assets Under Management
$1.7B
Number of Clients
695
Number of Advisors
9
Avg. Portfolio per Client
$2.5M
Avg. Managed per Advisor
$192.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
The Harbor Group (THG) offers financial planning and investment management services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. THG provides advice through consultations to determine financial objectives, identify challenges, prepare net worth exhibits, manage cash flow, and offer tax, insurance, investment, education, retirement, and estate planning recommendations. THG does not act as a qualified custodian; clients maintain joint asset control.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Investment advisory fee is negotiable in certain limited circumstances.
Fee Estimator
Areas of Practice
Location
331 South River Road, Bedford, NH, 03110