Harbor Wealth Management offers investment management services tailored to individual client goals. They create investment plans based on your financial situation, risk tolerance, and time horizon. They offer three service packages with varying levels of meeting frequency: Platinum (quarterly), Gold (semi-annual), and Silver (annual). Harbor Wealth Management primarily advises on mutual funds, ETFs, exchange-listed securities, over-the-counter securities, and corporate debt securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 2.00% |
| $350K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are for the Platinum package. Gold package fees are: First $350,000 (1.75%), $350,001 - $500,000 (1.30%), $500,001 - $1,000,000 (1.10%), $1,000,001 - $2,000,000 (0.90%), $2,000,001 - $3,000,000 (0.70%), $3,000,001 - $5,000,000 (0.45%), Above $5,000,000 (0.23%). Silver package fees are: First $350,000 (1.50%), $350,001 - $500,000 (1.20%), $500,001 - $1,000,000 (1.00%), $1,000,001 - $2,000,000 (0.80%), $2,000,001 - $3,000,000 (0.65%), $3,000,001 - $5,000,000 (0.40%), Above $5,000,000 (0.21%).