Good Harbor Advisors provides investment advice and financial planning to individuals, families, and businesses. GHA offers portfolio management, creating customized portfolios or using pre-determined strategies. Financial planning services include tax, charitable giving, risk analysis, estate, and retirement planning. GHA also provides pension consulting services, including investment policy statement preparation and employee communications.
Assets Under Management$290M
Clients233
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $900K | 0.95% |
| $900K - $2.0M | 0.80% |
| $2M+ | 0.75% |
Fees may be negotiable based on the amount of assets under management, complexity of client goals and objectives, and level of services rendered. Accounts for members of the same household can be combined for fee paying purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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