How does the advisor help clients – Key Takeaways:
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC is a financial advisory firm that specializes in providing personalized financial solutions to individual and institutional clients. The firm takes a comprehensive approach to financial management, offering a range of services such as investment management, retirement planning, estate planning, and tax planning to help clients achieve their financial goals.
Some key takeaways of working with PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC include:
- Customized financial solutions tailored to client’s specific needs and goals
- Expert advice and guidance from experienced financial professionals
- Diversified investment strategies to minimize risk and maximize returns
- Regular monitoring and adjustments to client’s portfolio to ensure alignment with financial goals
- Commitment to transparency and open communication with clients
Facts and Insights
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC was founded in 2005 and is headquartered in New York City. The firm has a team of highly skilled financial advisors who have years of experience in the industry. They provide personalized financial solutions to a diverse client base, including high-net-worth individuals, families, and institutional clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $2 billion |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 16 years |
Financial Services Offered
The team at PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC offers a full range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Financial planning
- Risk management
Client Types
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC caters to a diverse group of clients, including:
- High-net-worth individuals and families
- Retirees
- Closely held businesses
- Non-profit organizations
- Pensions plans
- Corporate executives
Fees & Compensation
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC follows a fee-based compensation structure where clients pay a percentage of their assets under management as the advisory fee. This aligns the firm’s interests with its clients as the advisors’ compensation is directly linked to the performance of their clients’ portfolios. The firm also offers commission-based products and services, which are fully disclosed to clients before any transaction takes place.
Background
The founders of PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC have over 30 years of combined experience in the financial services industry. They have built a reputation for providing personalized, unbiased, and transparent financial advice to their clients. The firm’s team of advisors is also highly qualified, with advanced degrees and industry certifications, ensuring that clients receive expert guidance and services.
Financial Advisor Disclosures to Know
As a registered investment advisor, PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC has a fiduciary duty to act in the best interests of its clients. This means that the firm must fully disclose any potential conflicts of interest and always prioritize