Harborview Asset Management provides investment management services to individuals, high net worth individuals, charitable organizations, trusts, and corporations. Harborview works with clients to understand their investment goals, risk tolerance, and cash flow needs to create a customized portfolio. While the firm focuses on fixed income securities, particularly municipal securities, they also manage investments in publicly traded equities. Harborview generally works with non-qualified accounts (not IRAs and other tax-qualified accounts).
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable.