Harbourfront Wealth America Inc. offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. HWAI generally limits its investment advice to mutual funds and equities but may use other securities to diversify a portfolio.
Assets Under Management$6.4M
Clients14
AdvisorsN/A
Avg. per Client$460K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable. Similar services may be available at a lower price.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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