Assets Under Management
N/A
Number of Clients
1
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Harbour Wealth Partners provides Personal Advisory Services (PAS), commonly Financial Plans, to individuals and families. They also offer Business Advisory Services (BAS) and Personal CFO Services. Services are tailored to the client's objectives, financial status, and risk profile. They do not offer asset-based investment advisory or management services.
Fees for Personal Advisory Services are hourly, with a minimum of $300. Fees for Business Advisory Services are hourly, with a minimum of $400. Personal CFO Services are a flat annual fee or hourly, billed quarterly.
9820 Westpoint Drive, Suite 400, Indianapolis, IN, 46256-3365