Clear Harbor offers financial planning, consulting, and investment management services to individuals, pooled investment vehicles, pension and profit-sharing plans, and other entities. Clear Harbor allocates client assets among individual securities, mutual funds, and exchange-traded funds. They may also recommend private placement securities to accredited investors. Clear Harbor also refers clients to third-party investment advisors.
Fee Structure
Clear Harbor charges an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.25% and 1.5%, depending on the amount you invest and the type of investment management services you receive. Clear Harbor may negotiate a lower fee based on certain criteria. Clear Harbor also manages private funds and charges a base fee plus a performance fee.