American Harbour Wealth Management is a registered investment advisor based in Orlando, Florida, offering discretionary portfolio management, financial planning, and financial consulting services. The firm primarily invests client assets in mutual funds and exchange-traded funds, utilizing strategies such as fundamental analysis, modern portfolio theory, and option writing. American Harbour Wealth Management tailors its investment advice to each client's individual needs and objectives. In addition to personal wealth management, the firm provides pension consulting services to employee benefit plans. The firm is owned by Gregory Beardslee, Eric Hoebbel, and Matthew Haushalter, and its advisors may maintain separate affiliations as registered representatives of a broker-dealer or as insurance agents, which introduces potential conflicts of interest regarding product recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Family household accounts may be combined to determine breakpoints.