Good Harbor Advisors, Inc., based out of Gloucester, MA, is a distinguished small investment advisory firm with three offices. With a strong client base of over 180 individuals, they manage assets totaling $241,392,000. While employer funds constitute the majority of their assets under management, they also cater to 401K and individual accounts, which make up less than 30% of their portfolio. The ...
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Assets Under Mgmt
$241.39M
Investment Professionals
3
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Disclosures
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.