Harbour Investments, INC.
Assets Under Management
$7.6B
Number of Clients
22,917
Number of Advisors
248
Average Client AUM
$330K
AUM per Advisor
$30.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Harbour Investments, Inc. is a Wisconsin-based securities broker/dealer and registered investment adviser. They offer discretionary and non-discretionary portfolio management, financial planning, and consultative services to individuals and institutions. They also offer wrap-fee programs and third-party manager programs.
Fee Structure
Harbour charges fees for consultation services, ranging from $50 to $300 per hour, or flat fees between $200 and $2,500 depending on the plan's scope. For ongoing investment advisory relationships, fees are calculated as a percentage of assets under management, with a maximum of 2.0%. Accounts under $25,000 may have higher service fees. Third-party manager fees generally range from 0.25% to 2.50% per annum, including both advisor and manager fees. The maximum advisor fee is 2.0%, separate from the third-party manager fees.
Areas of Practice
Location
575 D'Onofrio Drive, Suite 300, Madison, WI, 53719