Assets Under Management
$470.6M
Number of Clients
201
Number of Advisors
5
Average Client AUM
$2.3M
AUM per Advisor
$94.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Harbour Investment Management offers customized investment strategies and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Services include financial planning, investments, retirement strategies, estate planning, and asset allocation. Assets are managed on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiated for larger accounts or accounts affiliated with existing clients.
152 3rd Ave S, Suite 103B, Edmonds, WA, 98020-8442