Private Harbour Investment Management & Counsel LLC.

Private Harbour Investment Management & Counsel LLC. at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 135 individual clients, 49 of them high net worth.
• Its average account is about $535,000 (assets it manages divided by its 316 accounts).

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

Private Harbour Investment Management & Counsel LLC. fees

Private Harbour Investment Management & Counsel LLC. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• James Blue

  CFA