Northport Harbor Financial Services, LLC (NHFS) provides financial advice to individuals. NHFS typically uses mutual funds or exchange traded funds to implement client's target asset allocation. NHFS offers limited engagement reviews including retirement, tax, and estate planning. Fees are charged on an hourly basis or as a percentage of assets under management.
Assets Under Management$3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.50% |
| $500K - $750K | 0.25% |
| $750K+ | 0.20% |
Fees may be negotiable based on the amount of investments to be managed, account composition, or if you are a pre-existing client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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