B
Black Harbor Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,682,313
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$280,386
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Fixed fee of $2,500 for comprehensive financial plan (negotiable)
$0 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
$300 per hour for initial consultations, reviews, and limited consultations
Account minimum: $0 for financial planning and asset management clients; $2,500 minimum annual fee for pension plan advisory services Minimum fee: Minimum of $2,500 annually for pension plan advisory services Fee-only: Financial planning hourly fee $300/hour; fixed fee $2,500 for comprehensive financial plan (negotiable based on complexity)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Black Harbor Financial
Boothbay Harbor ME, United States
Number of offices
1
Forms ADV
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