Assets Under Management
$1.7B
Number of Clients
695
Number of Advisors
9
Average Client AUM
$2.5M
AUM per Advisor
$192.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Harbor Group, Inc. offers personalized financial planning and investment management. Services include financial objective determination, challenge identification, net worth exhibits, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment advice is an integral part of financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Investment advisory fee is negotiable in certain limited circumstances.
331 South River Road, Bedford, NH, 03110