Harbour Investment Management helps individuals and business owners pursue their financial goals through customized investment strategies. They offer financial planning, investment management, retirement strategies, and estate planning. Harbour manages assets on a discretionary basis, primarily investing in individual stocks, mutual funds, exchange-traded funds (ETFs), bonds, and cash instruments. Financial planning is included with investment management. For clients who are not investment management clients, a base rate of $1,500 will be assessed on an annual basis for financial planning services. An additional hourly rate of $200 per hour may be charged if there are multiple planning scenarios, further changes, and/or supplemental meetings.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiated based on account size and complexity of investments. Minimum quarterly fee of $250 per account.