Harbor Horizon Financial offers investment management services where they manage client funds based on individual needs, developing investment policies and managing portfolios. They also offer financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning. Financial planning is offered on a project basis or ongoing.
Assets Under Management$1M
Clients1
Advisors1
Avg. per Client$1M
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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