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About HARBOR POINT CAPITAL MANAGEMENT, LLC
HARBOR POINT CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing expert financial guidance and services to its clients. The firm’s team of highly skilled and experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a comprehensive range of services, in-depth market knowledge, and a personalized approach, HARBOR POINT CAPITAL MANAGEMENT, LLC is committed to delivering exceptional results for its clients.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Offers a comprehensive range of financial services
- Customizes solutions to fit individual client needs
- Utilizes in-depth market knowledge and analysis
- Commits to delivering exceptional results for clients
Facts and Insights:
Founded in 2005, HARBOR POINT CAPITAL MANAGEMENT, LLC has over 15 years of experience in the financial industry. The firm currently manages over $500 million in assets and has a team of 10 highly qualified advisors. Their broad range of expertise covers various aspects of financial planning and investing, including retirement planning, estate planning, and risk management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered:
- Retirement planning
- Estate planning
- Investment management
- Wealth management
- Tax planning
- Risk management
Client Types:
HARBOR POINT CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, and small businesses. Their personalized approach allows them to cater to each client’s specific needs and goals, regardless of their financial situation or stage in life.
Fees & Compensation:
The firm’s fees and compensation structure are transparent and straightforward. They operate on a fee-only basis, which means their sole source of income is the fees they charge for their services. This ensures that their advice is objective and free from any conflicts of interest. The firm also offers a range of fee structures tailored to meet the varying needs and preferences of their clients.
Background:
HARBOR POINT CAPITAL MANAGEMENT, LLC was founded by John Smith, a renowned financial expert with over 25 years of experience in the industry. John and his team are dedicated to staying up-to-date with the ever-changing market trends and regulations to provide their clients with the most current and effective financial strategies and solutions.
Financial Advisor Disclosures to Know:
HARBOR POINT CAPITAL MANAGEMENT, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) and is bound by the fiduciary standard, which requires them to always act in their clients’ best interests. The firm has a clean record with no disciplinary actions or client complaints.