Advisor at Harbor Investment Advisors
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Firm
Harbor Investment Advisors
Location
Portland, ME 04101
Credentials
CFA®, Series 63, Series 65
Industry experience
22 years
Thomas Repeta is the sole advisor at Harbor Investment Advisors in Portland, ME, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Harbor Investment Advisors since 1998. Harbor Investment Advisors provides discretionary portfolio management primarily for individuals, trusts, and retirement plans, focusing on mutual funds, exchange-traded funds, and balanced allocations. The firm typically serves larger account sizes and combines top-down and bottom-up analysis using third-party research, managing accounts on a discretionary basis with regular reviews and detailed performance reporting.
$0 - $100,000: 1.00% $100,001 - $1,000,000: 0.08% $1,000,001 - $3,000,000: 0.65% $3,000,001+: 0.50%
Account minimum: $500,000 Fee-only: Fees are calculated as a percentage of market value of the account assets under management, computed monthly in arrears, deducted from the account.
22 Monument Square #401
Portland, ME 04101
Maine
Harbor Investment Advisors
1998 - Present (28 years)
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Lawyer
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Real estate agent
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Other specialized services
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