Assets Under Management
$665.6M
Number of Clients
60
Number of Advisors
4
Average Client AUM
$11.1M
AUM per Advisor
$166.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Harbour Capital Advisors provides discretionary investment advisory services on a fee-only basis. They offer two levels of service: Limited Investment Management and Family Office Services (for clients with $10M+). Services include investment planning, asset allocation, asset management, administration, wealth maintenance, transfer, trust, estate, and tax planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.15% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
1595 Spring Hill Road, Suite 305, Tysons Corner, VA, 22182