WealthHarbor Capital Group (WCG) offers asset management advisory services to individuals, retirement plans, trusts, foundations, and corporations. WCG works with clients to understand their investment goals, risk tolerance, and time horizons. WCG may use various financial instruments, including individual stocks, mutual funds, exchange traded funds, and fixed income. WCG manages assets on both a discretionary and non-discretionary basis.
Assets Under Management$300M
Clients268
Advisors8
Avg. per Client$1.1M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be discounted at the discretion of WealthHarbor Capital Group.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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