Harbour Wealth Partners provides financial planning services, also called Personal Advisory Services, to individuals and families. These plans are tailored to each client's financial situation, goals, and risk tolerance. Services can be comprehensive or focus on specific areas like investments, insurance, taxes, or estate planning. Harbour Wealth Partners does not offer investment management services directly; however, its advisors can provide these services through their affiliation with LPL Financial.
Assets Under ManagementN/A
Clients1
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Personal Advisory Services (PAS)/Financial Plans: Fees are hourly, with a minimum of $300. The total fee is estimated in advance and depends on the scope of the engagement.
- Business Advisory Services (BAS): Fees are hourly, with a minimum of $400. The total fee is estimated in advance and depends on the scope of the engagement.
- Personal CFO Services: Fees can be a flat annual fee, billed quarterly, and/or hourly fees, billed quarterly. The annual fee is based on the services the client chooses to include in the annual engagement agreement.
One-Time Plan:From $300
Hourly Rate:$40 - $290/hr
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