Clear Harbor Wealth Management

Overview

Clear Harbor Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and it positions itself as a capital allocator that both advises and sponsors pooled investment vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. Fee arrangements are mixed: the firm charges a percentage of assets under management, offers hourly engagements, and can accept performance-based fees. Clear Harbor does not present itself as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices