Harborside Capital, LLC offers investment advice on securities, commodity interests, and digital assets. Harborside Capital creates investment plans tailored to each client's financial situation and risk tolerance. Harborside Capital may request authority to make investment decisions without asking for permission first. Clients can place restrictions on investments, but Harborside Capital may end the relationship if the restrictions prevent them from properly servicing the account.
Fee Structure
Harborside Capital charges a negotiable management fee of up to 2% annually (0.1667% monthly) on the value of your investments. Some clients may also be charged a performance-based fee of up to 20% of new profits earned each year. These fees are negotiable and will be detailed in your investment advisory contract. You can end the contract with 30 days' written notice, and any unearned fees will be refunded.