Harbour Wealth Partners charges hourly fees for Personal Advisory Services (minimum $300) and Business Advisory Services (minimum $400), with the total estimated in advance. Personal CFO Services are billed either as a flat annual fee (billed quarterly) or hourly (billed quarterly). Hourly rates range from $40 for administrative staff to $290 for Eric Welch. Fees are negotiable prior to the execution of the engagement agreement. The client may terminate the agreement at any time and receive a refund of unearned fees.
9820 Westpoint Drive Ste. 400, Indianapolis, IN, 46256
Get directionsLane operates Harbour Wealth Partners, Inc and Live Well Sleep Well as DBAs for his LPL business. He also provides investment advisory services through Harbour Wealth Partners, Inc, dedicating minimal time to this activity.