Private Harbour Investment Management & Counsel offers investment management services and related services such as tax planning, estate planning, and financial forecasts. The firm uses fundamental and technical analysis to determine investment merit, focusing on valuation. They do not sell high-fee products like annuities or insurance. Private Harbour aims to tailor investment strategies for growth and security, establishing personal relationships with clients to understand their unique situations and financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee schedule is for balanced portfolios. Equity only and fixed income portfolios have different fee schedules. Private Harbour offers a 20% reduction from our regular fee schedules to charitable organizations. Fees are negotiable.