American Harbour Wealth Management provides investment advice and portfolio management, tailored to clients' individual needs and objectives. They offer financial planning services, ranging from broad-based to single-subject planning, and financial consulting on specific topics. They may invest client assets according to model portfolios with varying risk tolerances. They also offer pension consulting services to employee benefit plans.
Assets Under Management$73M
Clients117
Advisors3
Avg. per Client$620K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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