Harbour Investments provides investment advice and manages portfolios for individuals and institutions. Harbour offers both discretionary and non-discretionary portfolio management, financial planning, and wrap-fee programs. Discretionary accounts allow Harbour to make trades without client approval, while non-discretionary accounts require client approval for each transaction. Harbour also offers a platform for advisors and third-party manager programs.
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.