WealthHarbor Capital Group provides asset management services to individuals, high-net-worth clients, trusts, foundations, and retirement plans. Founded in 2001, WealthHarbor Capital Group uses an investment committee approach to design asset allocation models. The strategy focuses on a core of conservative investments combined with tactical allocations to asset classes with strong appreciation potential, utilizing primarily mutual funds, exchange-traded funds, and individual equities. WealthHarbor Capital Group manages accounts on both a discretionary and non-discretionary basis.
Assets Under Management$330M
Clients252
Advisors8
Avg. per Client$1.3M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be discounted at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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