Bull Harbor Capital offers investment advice and portfolio management to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. BHC creates customized investment strategies based on client goals, risk tolerance, and financial situations, using mutual funds, exchange-traded funds, and individual securities. BHC also offers financial planning services covering areas like retirement, education, and charitable giving. Clients are not obligated to implement any recommendations.
Assets Under Management$340M
Clients912
Advisors30
Avg. per Client$380K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
30 Advisors at this firm
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