HarborLight Investments provides investment advice and portfolio management tailored to individual client needs. They offer both traditional and web-based ('robo-advisory') portfolio management services, as well as financial planning and consulting. HarborLight gathers client information to develop investment strategies and monitor portfolio performance, rebalancing as needed. They also offer pension consulting services to employee benefit plans.
Assets Under Management$86M
Clients145
Advisors2
Avg. per Client$590K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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