Harbour Wealth Management Group, INC.

Assets Under Management

$191.3M

Number of Clients

128

Number of Advisors

4

Average Client AUM

$1.5M

AUM per Advisor

$47.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

HWMG offers customized investment management and financial planning services. They work with clients to identify their goals and create a portfolio strategy. Financial planning may be standalone or part of investment management. They may use independent managers.

Fee Structure

Minimum Investment:$1M
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location

126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492

4 Advisors at this firm

Harbour Wealth Management Group, Inc. | TrueAdvisor