Harbor Advisors provides investment advice and wealth planning services to high net worth individuals. Services include portfolio management, investment consulting, and family office services, including estate planning, tax planning, and risk management. Harbor Advisors tailors its advice to each client's individual needs and objectives. The firm primarily advises on stocks, mutual funds, and ETFs.
Assets Under Management$850M
Clients10
Advisors1
Avg. per Client$85M
Avg. per Advisor$850M
Fee Structure
Investment management only (planning not offered)
Harbor Advisors offers portfolio management services for a fee, which is either a fixed dollar amount or a percentage of your portfolio. Both the fixed fee (up to $1,000,000 annually) and the percentage-based fee (0.50% to 2.00% annually) are negotiable. Fees are billed quarterly in advance.
Loading...