Viking Harbour provides asset management services as a sub-advisor to other investment advisors, who then offer these services to their clients. Viking Harbour also enters into model provider agreements with registered investment advisors and broker-dealers, providing them with model portfolios and updates. Viking Harbour's services are generally offered through third-party investment advisors on a sub-advised basis or as a model provider.
Fee Structure
Viking Harbour's fees are based on a percentage of the value of the portfolio and are billed quarterly. All fees are negotiated. Viking Harbour generally requires a minimum account size of $25,000, but this may be waived. Fees may be charged in advance or arrears, as agreed upon. Viking Harbour may use leverage in client accounts and calculates fees on the gross value of the portfolio.