Harbor Investment Advisors offers investment portfolio management on a discretionary basis, creating written investment plans based on client objectives, risk tolerance, and individual factors. They discuss financial products, but clients should seek professional tax or legal advice. Harbor manages equity, fixed income, mutual fund, exchange traded fund and balanced accounts. Clients can express preferences and impose restrictions on investments. The firm buys and sells portfolio positions, reviews performance with clients, and makes necessary changes.
Assets Under Management$28M
Clients25
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees may be negotiable in special cases. Lower fees apply to managed fixed income accounts only: 0.50% of first $100,000, 0.35% of next $900,000, 0.20% over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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