Flagship Harbor Advisors offers financial planning, consulting, and investment management services. They manage assets on a discretionary or non-discretionary basis, allocating investments among various options like mutual funds, ETFs, and individual securities. Flagship also provides financial planning services covering areas like business planning, insurance, retirement, education, and estate planning. They may recommend unaffiliated private investment funds on a non-discretionary basis.
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.