Harbor Light Planning is a fee-only financial planning firm that provides personalized, confidential, tax-focused financial planning on a retainer model to individuals. HLP helps clients identify financial objectives, solve financial problems, simplify cash flow, perform tax planning and preparation, and advise on investments, retirement, insurance, and estate planning. HLP does not manage client assets or sell products.
Assets Under Management$110M
Clients72
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
An annual minimum fee of $600 will be applied if calculated management fees are insufficient to cover minimum fee, therefore an account with less than $60,000 will pay more than the stated fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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