Bull Harbor Capital is a registered investment advisor offering personalized investment management, retirement plan consulting, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. Bull Harbor Capital builds custom portfolios using mutual funds, exchange-traded funds, individual public and private equities, and fixed income securities, primarily utilizing a long-term investment strategy while tailoring asset allocation to match each client's specific risk tolerance and goals. The firm offers both discretionary portfolio management—where the firm makes trades without prior approval—and non-discretionary arrangements. In addition, Bull Harbor Capital provides comprehensive financial planning covering retirement, personal savings, and education funding. The firm also offers access to independent managers and co-advisory programs such as Matson Money and AssetMark platforms. Bull Harbor Capital operates with a network of independent contractor representatives who may maintain separate business names or offer insurance products and broker-dealer services through affiliated entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable at the sole discretion of the advisor.