Harbour Capital Advisors, LLC
Assets Under Management
$665.6M
Number of Clients
60
Number of Advisors
4
Average Client AUM
$11.1M
AUM per Advisor
$166.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Harbour Capital Advisors provides discretionary investment advisory services on a fee-only basis. They offer Limited Investment Management Services and Family Office Services (for clients with $10M+). Family Office Services include investment planning, asset allocation, asset management, administration, wealth maintenance, transfer, trust, estate, and tax planning services. They also offer philanthropy and foundation advisory services and family governance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.15% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fee Estimator
The annual investment advisory fee is based on a percentage of assets under management, ranging from 0.40% to 1.15%. Financial planning and consulting services are offered on a fixed fee basis, generally starting at $10,000 and ranging from $10,000 to $50,000 for special projects. Clients who engage the Registrant to provide Foundation and Grants Management Administration services will be charged an additional fee, between 0.25% to 0.50% of the market value of the assets placed under the Registrant’s management. The firm generally requires an annual minimum fee of $15,000 for its investment management services.
Areas of Practice
Location
1595 Spring Hill Road, Suite 305, Tysons Corner, VA, 22182