Black Harbor Financial provides customized financial planning, investment management, and pension plan advisory services to individuals and businesses. The firm offers advice on retirement planning, investment management, cash flow, tax planning, insurance, education funding, and estate planning. Black Harbor Financial also manages investments for individual clients and provides advice to small business pension plans.
Assets Under Management$1.7M
Clients6
Advisors1
Avg. per Client$280K
Avg. per Advisor$1.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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