Harborview Asset Management manages investment portfolios for individuals, high-net-worth families, trusts, and corporations. Harborview Asset Management specializes in fixed income securities, particularly municipal bonds, along with corporate bonds and publicly traded equities. Harborview Asset Management works with clients to understand their financial goals and risk tolerance, creating personalized portfolios managed on a discretionary basis. Harborview Asset Management emphasizes high-quality, investment-grade bonds and long-term equity strategies. In addition to direct private client services, Harborview Asset Management also acts as a sub-advisor for other registered investment advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable based on account size, relationship complexity, and prior advisor fees. Billed quarterly in arrears.