Bull Harbor Capital LLC.
Assets Under Management
$344.0M
Number of Clients
912
Number of Advisors
30
Average Client AUM
$377K
AUM per Advisor
$11.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bull Harbor Capital LLC provides customized investment advisory solutions to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. Services include investment management, financial planning, and retirement plan advisory services. They may recommend independent managers or co-advisory arrangements.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiated in some instances.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning services are offered on an hourly basis (up to $500/hour), fixed rate ($500 to $10,000), or annual retainer ($500 to $10,000 per year). Fees may be negotiable. Clients may also incur transaction fees.
Areas of Practice
Location
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD, 20814