Harbour Investment Management manages investment portfolios and provides personalized financial planning services primarily for individuals, high net worth individuals, retirement plans, charitable organizations, and corporations. Harbour Investment Management creates customized investment strategies based on each client's specific goals, risk tolerance, and time horizon. Portfolios typically consist of individual stocks, mutual funds, exchange-traded funds, bonds, certificates of deposit, and cash instruments. Harbour Investment Management also offers standalone financial planning services for clients who do not use investment management.
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 for larger accounts or accounts affiliated with existing clients. Minimum quarterly fee per account is $250.