At Harbour Wealth, we believe trust is built through openness and clear communication. The questions below address some of the most common topics clients ask about when working with our firm. If you have additional questions or would like to discuss your specific situation, our team is always available to provide clarity and guidance.
Our fees vary based on the type of account and services provided. Harbour Wealth does not engage in commission-based transactions or sales-driven investment activity.
Fees are assessed monthly and are based on the market value of assets under management. As a fiduciary firm, our compensation structure is designed to align our work with the ongoing management of client accounts.
Clients may request distributions by contacting their advisor or a member of our client support team. Funds can be sent via ACH transfer or by check, depending on the client’s preference.
Distribution timing depends on the account type and delivery method selected. In many cases, funds are available within several business days of processing a request.
Clients can request online access by completing an authorization form. Once approved, secure access is provided to view account information through our password-protected platform.
For security purposes, transactions cannot be completed through our online platform. Harbour Wealth Management uses a dual-verification process to help protect client accounts and reduce the risk of unauthorized activity.
While we are headquartered in Michigan City, Indiana, we have grown throughout Lake County, LaPorte County, and Porter County. However, we serve clients in most states across the country and are happy to work with you wherever you call home.
Certain bank products, such as eligible certificates of deposit (CDs), may be FDIC insured within applicable limits.
