Global Wealth Harbor (GWH) provides ongoing portfolio management tailored to each client's goals, risk tolerance, and time horizon. GWH also offers both one-time and subscription-based financial planning, covering areas like investments, insurance, taxes, retirement, college, and estate planning. GWH generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and private placements.
Assets Under Management$5.2M
Clients19
Advisors1
Avg. per Client$270K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable. Qualified clients also pay a performance-based fee of 20% of capital appreciation, in addition to an annual fee of 0.50% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
