Harbor Investment Advisory provides investment advice and brokerage services. As an investment advisor, Harbor offers various advisory programs. As a broker-dealer, Harbor offers brokerage account services for clients who want periodic recommendations instead of ongoing advice. Harbor also offers wrap fee programs. When providing investment advice for IRAs or other retirement plans, Harbor acts as a fiduciary.
Fee Structure
Harbor Investment Advisory offers several investment management programs. The fees range from 0.25% to 2.00% of the value of your portfolio annually, depending on the program you choose. These fees are charged monthly. In addition to Harbor's fees, you may incur other fees, such as fees charged by third-party money managers or brokerage commissions.