Harbour Capital Advisors manages investment portfolios and provides comprehensive family office services for high-net-worth and ultra-high-net-worth families. Harbour Capital Advisors offers two main service levels: Limited Investment Management Services, which focus solely on portfolio management, and Family Office Services, which include administrative support, financial and estate planning, tax planning projections, and philanthropic guidance. For clients with at least $10,000,000 in assets, Family Office Services are included at no additional charge. Harbour Capital Advisors uses a core-satellite investment approach, combining publicly traded stocks and bonds with alternative investments like private equity and real estate. The team works alongside each client's existing attorneys and accountants to coordinate complex financial needs, wealth transfer, and business succession strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.15% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable. There is a $15,000 minimum annual fee. Family office services are included at no additional charge for accounts with $10,000,000 or more.