Harbor Point Capital Management builds diversified investment portfolios using fixed income, exchange-traded funds, mutual funds, and individual stocks and bonds. Harbor Point Capital Management tailors its strategies to each client's risk tolerance and financial goals, and also provides comprehensive financial planning and consulting. The firm may recommend independent managers or private placement securities for eligible investors. Charles Lavrentios founded the firm in 2010 and serves as the principal owner.
Assets Under Management$16M
Clients27
Advisors1
Avg. per Client$580K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $15.0M | 1.25% |
| $15.0M - $30.0M | 0.75% |
| $30M+ | 0.45% |
Fees may be negotiable based on criteria such as anticipated future earnings, additional assets, account composition, and client retention. Equity or blended foundation accounts may incur an additional 0.25% to 0.50% fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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