The Harbor Group, INC.
Assets Under Management
$1.7B
Number of Clients
695
Number of Advisors
9
Average Client AUM
$2.5M
AUM per Advisor
$192.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Harbor Group, Inc. offers personalized financial planning and investment management services. They provide advice through consultations, covering financial objectives, challenges, net worth, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Investment advice is provided with the client making the final decision. They manage assets and provide financial planning, which can be included with asset management or billed separately.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Investment advisory fee is negotiable in certain limited circumstances.
Fee Estimator
The firm charges fees based on a percentage of assets under management, hourly charges, and fixed fees. Financial plans are priced according to the complexity of the client's situation. For asset allocation portfolio management, the annual investment advisory fee is based on a percentage of investable assets. For tax preparation services, the fixed fee generally ranges between $200 and $5,000, depending on the scope and complexity of the services required. Fees are negotiable in limited circumstances.
Areas of Practice
Location
331 South River Road, Bedford, NH, 03110