Star Harbor Investments provides investment management and analysis services to individuals, high net worth individuals, trusts, associations, and businesses. The firm uses technical, quantitative, fundamental, and economic analysis to determine investments. Star Harbor Investments requires a signed Investment Advisory Agreement before providing services and operates as an asset-based fee investment management firm, not receiving commissions for purchasing or selling investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are negotiable based on factors such as account size and complexity of assets being managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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