Snug Harbor Capital Management offers financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, corporations, and business entities. Financial planning and consulting fees range from $500 to $5,000 on a fixed fee basis and/or from $100 to $150 on an hourly rate basis. Investment management fees are based on a percentage of assets under management.
Assets Under Management$26M
Clients19
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Snug Harbor Capital Management offers investment management services for a fee based on the value of your investments. The annual fee ranges from 1.00% to 1.50%, depending on the amount you invest and the type of investment services you receive. This fee does not include brokerage commissions or other transaction fees.
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