Blakely Harbor Advisors manages customized investment portfolios and offers investment consulting and monitoring services for individuals, families, trusts, endowments, and non-profit institutions. Founded in 2009 and led by sole owner Elizabeth MacElwee Jones, the firm tailors its strategies to meet each client's specific objectives and risk tolerance. For portfolio management, Blakely Harbor Advisors builds diversified portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and private funds, typically managing these assets with the authority to make trades without asking first. For investment consulting, the firm works non-discretionary to help clients identify, evaluate, and monitor third-party investment managers. Blakely Harbor Advisors focuses on long-term investing, thorough fundamental research, and rigorous risk assessment, requiring a minimum investment of $5 million.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.25% |
Fees are billed quarterly in arrears and are negotiable. Investment consulting and monitoring fees range from 0.10% to 0.50% of assets under advisement.