Harbour Investments, Inc. is a registered investment advisor and broker-dealer that offers a wide range of financial services through its network of investment advisor representatives. The firm provides discretionary and non-discretionary portfolio management, wrap fee programs, third-party manager platforms, and retirement account management for held-away assets. Additionally, Harbour Investments offers financial planning and consultation services covering retirement projections, estate planning, cash flow analysis, and investment strategies. Representatives operate independently, tailoring advice to each client's risk tolerance, goals, and time horizon. The firm utilizes various custodians, such as Pershing Advisor Solutions and Charles Schwab, to hold client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum management fee is 2.0% of assets under management. Fees are negotiated between the client and representative. Third-party manager programs range from 0.25% to 2.50% total annual fees.