Harbor Island Capital focuses on providing personalized portfolio management to high-net-worth individuals, trusts, and other legal entities. The firm employs a fundamental, value-based investment philosophy in its stock selection, constructing individual portfolios primarily with equities, but may also use mutual funds or exchange-traded funds. Portfolios generally contain 10-25 different companies. Clients can impose reasonable restrictions on the management of their accounts.
Assets Under Management$280M
Clients14
Advisors1
Avg. per Client$20M
Avg. per Advisor$280M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.15% |
| $20M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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