Harbour Wealth Management Group, INC.
Assets Under Management
$191.3M
Number of Clients
128
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$47.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Harbour Wealth Management Group provides investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. Services include customized investment management, financial planning (standalone or part of investment management), and retirement plan advisory services. They primarily use a long-term focused investment strategy.
Fee Structure
Investment management fees are paid quarterly, in advance, and range up to 1.50% annually, based on factors like complexity and asset level. Standalone financial planning is offered on an hourly basis (up to $500/hour) or fixed fee basis (up to $50,000 annually). Fees may be negotiable. The firm generally requires a minimum relationship size of $1,000,000, which can be waived at the Advisor’s sole discretion.
Areas of Practice
Location
126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492