Marble Harbor Investment Counsel, Llc

Marble Harbor Investment Counsel, Llc

Boston, Massachusetts

Marble Harbor Investment Counsel, LLC is a highly esteemed local investment advisory firm headquartered in Boston, MA. With a single office, Marble Harbor serves as a trusted financial partner to clients seeking expert guidance and effective wealth management solutions. The firm boasts a team of 10 dedicated professionals, with 6 of them specializing in providing comprehensive investment advisory services. Demonstrating their industry prowess, Marble Harbor Investment Counsel manages an impressive average of approximately $168,530,000 in assets under management per investment advisor, surpassing the industry average. Their compen...see more

Assets Under Mgmt

$1.01B

Investment Professionals

6

Locations

0

% 401K & Individual

3%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees
  • Performance-based fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Reviews for Marble Harbor Investment Counsel, Llc

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