Harbor Ithaka WM provides investment management, investment consulting, and wealth management services. The firm focuses on alternative investments and private markets for accredited investors, family offices, and institutional clients. Harbor Ithaka WM designs investment portfolios, manages private funds, and offers investment consulting services, including portfolio analysis and risk management. The firm's approach emphasizes diversification of risk types and tactical opportunism.
Fee Structure
Harbor Ithaka WM manages investments for wealth management clients, charging fees based on the value of assets managed. Fees vary depending on whether the client is considered a professional or non-professional investor.
For non-professional clients:
- Under $2,500,000: a minimum of $25,000 per year.
- $2,500,000 and above: 1% per year.
Professional clients are charged on a case-by-case basis. A minimum fee of $25,000 per year may apply regardless of account size. Non-professional clients may also be charged an account set-up fee of $3,650. Investing in the firm's private funds may result in additional asset management fees.