Harbour Wealth Partners, INC.
Assets Under Management
N/A
Number of Clients
1
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Harbour Wealth Partners provides personal and business advisory services, including financial plans tailored to individual client objectives and risk profiles. Services may be comprehensive or segmented, focusing on investments, insurance, taxes, and estate plans. They also offer Personal CFO services with annual or hourly fees.
Fee Structure
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.
Areas of Practice
Location
9820 Westpoint Drive, Suite 400, Indianapolis, IN, 46256-3365