Private Harbour Investment Management & Counsel LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$169,215,765
Total clients
135
36% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
135
Average account size
$1,253,450
About
Private Harbour provides continuous investment management and related advice, including financial planning, tax and estate planning and retirement-plan management. Its client base includes high‑net‑worth individuals as well as less common client types for firms in this category — pension and profit‑sharing plans, corporations, trusts/estates and charitable organizations.
The firm’s investment approach is valuation‑driven and primarily grounded in fundamental analysis with a long‑term bias, while using technical analysis to help time entry and exit points and occasionally employing options strategies. Portfolios are tailored by asset‑allocation targets to reflect each client’s risk, tax and ownership constraints, and the firm will honor client social restrictions on certain investments.
What distinguishes Private Harbour from many peers is its regular publication of a Quarterly Review for clients and prospects and its explicit practice of serving institutional and charitable clients, including reduced-fee arrangements for charities and managed retirement‑plan services. The firm also incorporates external research and valuation tools into its process and uses soft‑dollar research arrangements to support investment decision‑making.
Client services
Expertise
Fee options
$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
Main office location
Private Harbour Investment Management & Counsel LLC.
Sagamore Hills OH, United States
Number of offices
1
Most active in
Florida · Ohio · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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