Clear Harbor Wealth Management offers investment management based on clients' financial situations and goals, using mutual funds, exchange traded funds, stocks, and bonds. They also provide one-time or ongoing financial planning advice covering retirement, estate, investment, charitable, education, insurance, and small business planning. For some clients, Clear Harbor recommends third-party investment advisors. An affiliate manages a private fund, Curio Capital Crypto Opportunities Fund, L.P.
Assets Under Management$48M
Clients84
Advisors2
Avg. per Client$580K
Avg. per Advisor$24M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.85% |
| $1.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | Included |
Fees are negotiable. For amounts above $50,000,000, fees are customized.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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