Broker Check

Our Investment Process

➢ Comprehensive financial advisory services with transparent quarterly fees

➢ Comprehensive financial advisory services with transparent quarterly fees

➢ Financial plans implemented with customized investment portfolios

➢ Quarterly performance reports

➢ Retirement account organization with strategies for saving and distribution

➢ Tax smart strategies: asset location, tax swaps, capital gain/loss management

➢ Strategic and Tactical Asset Allocation with rebalancing

➢ Active and Passive investment strategies

➢ Peer performance rankings of cost-effective fund managers

➢ Access to a broad universe of investment products

➢ Fiduciary responsibility to do what is in your best interest

➢ Focus on your long-term goals: not short-term events


Financial planning included in asset management fee*


First $500,000 at 1.25%
Next $500,000 at 1.00%
Next $1 million at 0.90%
Amount above $2 million at 0.75%


Account minimum $400,000 (or $5,000 annual fee)




Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

*Securities offered through Avantax Investment ServicesSM, Member FINRASIPC
Investment Advisory Services offered through Avantax Advisory ServicesSM
Insurance services offered through an Avantax affiliated insurance agency 

Eagle Harbor Financial is not a registered broker/dealer or registered investment advisory firm.