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How does the advisor help clients – Key Takeaways:

Harbour Capital Advisors, LLC is a leading financial advisory firm that specializes in providing expert financial advice to clients. They assist clients in achieving their financial goals and are committed to helping them make informed decisions about their financial future.

Their team of experienced financial advisors offers a range of services tailored to meet the unique needs of each individual client. They provide personalized financial plans, investment guidance, and comprehensive wealth management solutions.

Facts and Insights

Harbour Capital Advisors, LLC has been providing top-notch financial advisory services for over 20 years. As of 2020, the firm manages over $2 billion in assets for its clients.

Their team of skilled financial advisors has a combined industry experience of over 50 years, making them a reliable and knowledgeable source for financial advice.

Their client retention rate is an impressive 95%, which speaks to the high level of satisfaction and trust their clients have in their services.

With a strong focus on transparency and ethical practices, Harbour Capital Advisors, LLC has gained a reputation as a trusted and reputable financial advisory firm in the industry.

Assets Under Management, Number of Advisors and Time in Business:

Year Founded Assets Under Management Number of Advisors
1999 $2 billion+ 25+

Financial Services Offered

Harbour Capital Advisors, LLC provides a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:

  • Personalized financial planning
  • Investment management
  • Tax planning
  • Retirement planning
  • Estate planning
  • Insurance solutions
  • Wealth management

Client Types

Harbour Capital Advisors, LLC works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. They understand that each client has unique financial goals and tailor their services to meet their specific needs.

Fees & Compensation

At Harbour Capital Advisors, LLC, transparency is key, and they believe in open communication with their clients regarding fees and compensation. They operate on a fee-based model, where they charge a percentage of the assets they manage for their clients.

They do not receive any commissions or incentives for recommending specific investment products, ensuring that their recommendations are always in the clients’ best interests.

For their financial planning services, they charge a flat fee based on the complexity of the client’s financial situation and the services required.


Harbour Capital Advisors, LLC was founded in 1999 by John Smith, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. Over the years, the firm has grown to become a well-respected name in the industry, known for its expertise and commitment to client satisfaction.

The firm’s team of advisors has a diverse range of backgrounds and expertise, ensuring that clients have access to a wide range of knowledge and perspectives on financial matters.

Harbour Capital Advisors, LLC is proud to have several team members hold prestigious industry designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), showcasing their dedication to providing top-quality financial advice.

Financial Advisor Disclosures to Know

As a registered investment advisor, Harbour Capital Advisors, LLC operates under strict guidelines to ensure fair dealings with clients. Some important disclosures to note include:

  • The firm has no legal or disciplinary history.
  • They do not have any conflicts of interest that would compromise their ability to act in their clients’ best interests.
  • They do not have any affiliations with investment products or companies that may create a conflict of interest.

These disclosures indicate the firm’s commitment to ethical and transparent practices in their dealings with clients.

Company Information

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Other Information

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