Harbour Capital Advisors provides investment management services on a fee-only basis. They offer two levels of service: Limited Investment Management and Family Office Services (for clients with $10M+). Family Office Services include administrative, planning, and other services. Harbour Capital Advisors also offers financial planning and consulting services on a fixed-fee basis. They work with clients' attorneys and accountants to design tax minimization plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.15% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Clients who engage Harbour Capital Advisors to provide Foundation and Grants Management Administration services will be charged an additional fee, between 0.25% to 0.50% of the market value of the assets placed under management. Clients with a minimum asset level of $10,000,000 will receive the Registrant’s Family Office Services include administrative, planning and various other services detailed above, at no additional fee.