Fee–Based Advisory Services

Advisor Managed

Harbour’s unique no program / administrative fee advisory platform was created to give advisors the low-cost options you need to succeed. Advisors have the ability to customize fee schedules including who pays the trading costs. Also, advisors can choose between individual ticket charges or asset-based pricing. We understand all this flexibility can be confusing, that is why during your transition preparation our team will review your situation and customize a solution for you. Harbour’s RIA current preferred custodians are:

Charles Schwab

• We are proud to be in the top 1% of all firms at Schwab with over $6.3 billion under management.  Due to this high level, we are members of their elite service team – Premier Wealth Group.  This team includes our own dedicated service members—highly trained specialists in Schwab’s platform—ensuring our advisors receives expert, attentive support with no hold times.  Along with the Premier Wealth team, our home office staff is highly cross trained to support you with your Schwab needs. Partnering with us means access to a streamlined, highly responsive wealth management experience that supports client retention and satisfaction at every level.
• Schwab offers a premier rebalancing platform, iRebal, designed to seamlessly integrate into your firm’s workflows, shortening manual rebalancing efforts from weeks down to hours. It is a customizable, rule-based program that offers you more effective portfolio management, including tools to handle tax-efficient rebalancing, dynamic cash management, tax-loss harvesting, and more—all through an intuitive interface.
• No fee domestic Stock & ETF trades.

Pershing Advisor Solutions (PAS)

• In addition to Schwab, we offer PAS—a comprehensive advisory solution equipped with cutting-edge modeling and trading tools to keep advisors at the forefront of the industry. PAS enables financial professionals to deliver advanced strategies and stay competitive with a full suite of solutions tailored to today’s market demands.
• $8.50 Stock and ETFs trades, a large list of No Transaction Fee (NTF) mutual funds, ETFs, and low-cost alternative investments. PAS offers modeling and trading tools that will help to create the efficiency you need to stay competitive in the industry. This is a popular choice with advisors familiar with Pershing Retail Brokerage.

Custom Harbour Traded Models

• You create the models; we handle the trading. Harbour is designed to let you focus on what you do best—fostering client relationships and selecting the models that work for them. By streamlining the administrative tasks of account management, we give you more time to strengthen client connections and develop personalized investment strategies with confidence.