Harbor Asset Planning provides financial planning and investment management services. Planning covers cash flow, debt, budgeting, divorce, insurance, employee benefits, education, retirement, long-term care, estate, and tax. Investment management involves designing and managing portfolios based on client goals and risk tolerance, emphasizing diversification and low costs.
Assets Under Management$190M
Clients99
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$94M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $6,000. Lower or flat investment management fee may be charged at Harbor Asset's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...