Harbour Wealth Management Group offers investment management services, creating customized portfolios using mutual funds, ETFs, and individual securities. They also provide financial planning services, either as part of their investment management or as a standalone service, covering areas like retirement, education, and insurance needs. They may recommend independent managers and provide retirement plan advisory services.
Fee Structure
Harbour Wealth Management Group charges up to 1.50% of your portfolio value annually for investment management. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with the firm. Fees are paid quarterly, in advance. Fees may be negotiable. The firm includes securities transaction fees and custodial costs in its overall investment advisory fee.