HarborView Capital Management is an independent registered investment advisory firm that works with individuals, families, and trustees. They identify investment objectives and risk tolerance to create and manage a customized investment portfolio. HarborView Capital acts in your best interest and avoids conflicts of interest. They do not sell services through wrap programs.
Assets Under Management$34M
Clients23
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
There is a minimum annual charge per account of $2,500, unless otherwise indicated. The firm reserves the right to reduce rates at its sole discretion (example: family members).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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