Harborview Asset Management LLC

Fee-Only (% of Portfolio)

Harborview Asset Management provides investment management services to individuals, high net worth individuals, charitable organizations, trusts, and corporations. Harborview works with clients to understand their investment goals, risk tolerance, and cash flow needs to create a customized portfolio. While the firm focuses on fixed income securities, particularly municipal securities, they also manage investments in publicly traded equities. Harborview generally works with non-qualified accounts (not IRAs and other tax-qualified accounts).

Assets Under Management$120M
Clients15
Advisors2
Avg. per Client$8.3M
Avg. per Advisor$62M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Harborview Asset Management LLC | TrueAdvisor