Harbor Ithaka WM offers investment management, investment consultancy, and wealth management services primarily to ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm focuses heavily on alternative asset classes, private markets, private credit, real estate, and hedge funds, often utilizing pooled investment vehicles or fund-of-funds strategies. Harbor Ithaka WM works closely with clients to construct portfolios designed to diversify risk beyond traditional stocks and bonds, providing services on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Advisory fees range from 0.50% to 2.20% per year depending on the type of investor. Non-professional clients under $2,500,000 are subject to a minimum fee of $25,000 per year. Professional clients are charged on a case-by-case basis.