Harvard Avenue offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Harvard Avenue works with clients to understand their current situation and constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Harvard Avenue primarily recommends the use of no-load mutual funds and ETFs.
Assets Under Management$57M
Clients131
Advisors2
Avg. per Client$430K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Discounts are offered to employees and immediate family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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