Harbour Financial Resources, LTD
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Harbour Financial Resources provides financial planning and investment supervisory services. Financial planning includes financial statement review, portfolio analysis, and tax planning. Investment supervisory services are offered on a non-discretionary basis for a fee based on the value of your portfolio. Harbour Financial Resources primarily purchases and sells no-load mutual funds.
Assets Under Management$180M
Clients144
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$90M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.35% |
Fees may be negotiable on a case-by-case basis. Option investing has a different fee schedule. Annual fee on outside assets is 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...