Harbor Wealth Management (HWM) is an independent investment advisory and financial planning firm. HWM offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, retirement plans, and other entities. Services include financial planning, investment strategy, portfolio management, and tax preparation. HWM uses asset allocation models to create diversified portfolios.
Assets Under Management$410M
Clients370
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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