Blakely Harbor Advisors offers portfolio management, investment consulting, and monitoring services. For portfolio management, they create and manage individual portfolios, considering client objectives, risk tolerance, and restrictions, using various investment instruments. Investment consulting and monitoring involves identifying, assessing, and monitoring third-party investment managers. Blakely Harbor Advisors tailors its services to meet the individual needs of its clients.
Assets Under Management$69M
Clients6
Advisors1
Avg. per Client$11M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
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 negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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