Harbor Wealth Management, LLC
Assets Under Management
$362.9M
Number of Clients
375
Number of Advisors
4
Avg. Portfolio per Client
$968K
Avg. Managed per Advisor
$90.7M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Harbor Wealth Management (HWM) offers investment management and financial planning services. HWM creates diversified portfolios using individual securities, mutual funds, and exchange-traded funds. HWM analyzes each client's investments, objectives, and risk tolerance to make appropriate asset allocation recommendations. HWM may engage third-party service providers to assist with tax and estate planning. HWM also provides financial planning services such as investment consulting and goal-based planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable. HWM may also negotiate a fixed annual fee based on assets under supervision.
Fee Estimator
Areas of Practice
Location
727 Cormier Road, Suite 101, Green Bay, WI, 54303