Hara Capital offers customized investment portfolio and asset management services based on each client's individual goals, risk tolerance, and time horizon. Hara constructs portfolios using equities, ETFs, fixed income securities, and non-US securities. When appropriate, Hara may recommend allocation to illiquid securities. Financial planning is provided in connection with portfolio management services, but is not offered as a standalone service.
Assets Under Management$170M
Clients35
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on client specific factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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