The Harbor Group (THG) offers financial planning and investment management services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. THG provides advice through consultations to determine financial objectives, identify challenges, prepare net worth exhibits, manage cash flow, and offer tax, insurance, investment, education, retirement, and estate planning recommendations. THG does not act as a qualified custodian; clients maintain joint asset control.
Assets Under Management$1.7B
Clients695
Advisors9
Avg. per Client$2.5M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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