New Harbor Financial Group manages investment portfolios and offers personalized financial planning and consulting services. The firm builds portfolios using exchange-traded funds, individual equities, individual bonds, options, and mutual funds, managing accounts on both a discretionary and non-discretionary basis. New Harbor Financial Group tailors its services to each individual client's objectives and risk tolerance. In addition to portfolio management, the firm offers broad or single-subject financial planning, which can cover topics like retirement readiness and cash flow. New Harbor Financial Group works primarily with individuals, high-net-worth families, trusts, and estates, requiring a minimum investment of $500,000 in assets under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual portfolio management fees generally range from 0.85% to 2.00% depending on aggregate assets managed and individual client circumstances.