Harbour Investment Management L.L.C.
Assets Under Management
$470.6M
Number of Clients
201
Number of Advisors
5
Average Client AUM
$2.3M
AUM per Advisor
$94.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Harbour Investment Management, LLC offers continuous asset management and financial planning services. They manage assets on a discretionary basis, focusing on investment goals, risk tolerance, and financial situations. Portfolios consist primarily of individual stocks, mutual funds, ETFs, bonds, CDs, and cash instruments. Financial planning is included with investment management, or available separately for a fee.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiated for larger accounts or accounts affiliated with existing clients.
Fee Estimator
Investment management fees are based on a percentage of assets under management, calculated quarterly. For clients who are not investment management clients, a base rate of $1,500 will be assessed on an annual basis for financial planning services. An additional hourly rate of $200 per hour may be charged if there are multiple planning scenarios, further changes, and/or supplemental meetings. Accounts opened under our current fee schedule are subject to a minimum quarterly fee of $250. Fees may be negotiated based on account size and complexity of investments.
Areas of Practice
Location
152 3rd Ave S, Suite 103B, Edmonds, WA, 98020-8442