Harbour charges fees for consultation services, ranging from $50 to $300 per hour, or flat fees between $200 and $2,500 depending on the plan's scope. For ongoing investment advisory relationships, fees are calculated as a percentage of assets under management, with a maximum of 2.0%. Accounts under $25,000 may have higher service fees. Third-party manager fees generally range from 0.25% to 2.50% per annum, including both advisor and manager fees. The maximum advisor fee is 2.0%, separate from the third-party manager fees.
575 D'Onofrio Drive, Suite 300, Madison, WI, 53719
Get directionsAnthony is an independent insurance agent.