Harbor Hills Inc. provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement and construct a plan to select a suitable portfolio. Harbor Hills also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Harbor Hills generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$120M
Clients104
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Qualified clients may pay a performance-based fee of 1.50% of assets under management plus 15.00% of capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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