Harpswell Capital Advisors provides investment supervisory services for portfolios including equity, fixed income, real asset investment funds, and bonds. They also offer investment consulting and advisory services. Harpswell allocates a majority of investments to outside managers. They focus on constructing an effective portfolio for each client based on their investment goals, risk tolerance, objectives, time horizons, and specific investment requirements.
Assets Under Management$500M
Clients75
AdvisorsN/A
Avg. per Client$6.6M
Avg. per AdvisorN/A
linkedin.com/company/harpswell-capital-advisors ·www.harpswelladvisors.com ·www.investmentcommittee.org
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees may vary depending on the scope of the engagement and special fee structures may be developed for some investors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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