New Harbor Financial Group provides personalized investment management and financial planning services. They offer both discretionary and non-discretionary investment management, using model portfolios. Financial planning services range from broad financial planning to single-subject consultations. New Harbor may waive financial planning fees for clients with at least $500,000 under management who implement the plan advice through their investment management services.
Fee Structure
New Harbor Financial Group's fee for managing your investments is a percentage of the assets they manage, ranging from 0.85% to 2.00% per year. The specific percentage depends on the total amount they manage for you and your individual circumstances. The fee is billed quarterly in advance, based on the value of your account at the end of the previous quarter.