Advisor at Harbor Point Capital Management, LLC
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Firm
Harbor Point Capital Management, LLC
Location
Woburn, MA 01801
Credentials
Series 66
Industry experience
22 years
Charles Lavrentios is a financial advisor at Harbor Point Capital Management, LLC with 22 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at his independent firm based in Burlington, MA. Harbor Point Capital Management provides fixed-income and asset allocation investment management and wealth-management services to individuals and institutional clients, including pension plans, trusts, and charitable entities. The firm employs a disciplined, data-driven approach using proprietary tactical asset-allocation models and manages approximately $11 million in discretionary assets for a select client base.
Based on Harbor Point Capital Management, LLC
Based on Harbor Point Capital Management, LLC
$0 - $5,000,000: 2.00% $5,000,001 - $10,000,000: 1.50% $10,000,001 - $15,000,000: 1.25% $15,000,001 - $25,000,000: 0.75% $25,000,001+: 0.45%
Account minimum: $1,000,000 Fee-only: Additional fee of 0.25% to 0.50% for personal or trust foundation equity or blended accounts depending on service complexity; reduced fee of up to 0.25% for assets under management without wealth management services.
400 Trade Center, Ste 5900
Woburn, MA 01801
Massachusetts
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