Advisor at Private Harbour Investment Management & Counsel LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Private Harbour Investment Management & Counsel LLC.
Location
Solon, OH 44139
Credentials
CFA®, Series 65
Industry experience
23 years
James Blue is a CFA® charterholder with 23 years of industry experience. He has been with Private Harbour Investment Management & Counsel LLC since 2008, serving as the firm's sole advisor. Private Harbour Investment Management & Counsel is an independent, SEC-registered advisory firm that provides investment management and related counsel to individuals, trusts, estates, and institutional clients. The firm employs a valuation-focused investment approach complemented by technical analysis for timing, offering tailored portfolios and strategies that include core equity, balanced, and income-generation options.
Based on Private Harbour Investment Management & Counsel LLC.
Based on Private Harbour Investment Management & Counsel LLC.
$0 - $1,000,000: 1.0% $1,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.6% $10,000,000+: 0.5%
Fees charged range from $1,000 to more than $5,000 for financial planning reviews, negotiable and based on time incurred
Account minimum: $500,000
6240 Som Center Road, Suite 120
Solon, OH 44139
Florida · Ohio · Texas · Virginia
Private Harbour Investment Management & Counsel, LLC
2008 - Present (18 years)
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Other specialized services
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