Harbor Springs Financial Management LLC (South Bend)

Harbor Springs Financial Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Harbor Springs Financial Management: assets under management

The assets under management (AUM) of Harbor Springs Financial Management LLC is $48.1 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.6 million in discretionary accounts and $31.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $474.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $242.31 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harbor Springs Financial Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in South Bend

The principal office where Harbor Springs Financial Management LLC performs its advisory services is located at 202 S. Michigan Street, Suite 903, South Bend, IN 46601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 574-287-5000 or by fax 574-287-5022. The normal business hours are 8 to 5 on Monday - Friday. You can find more information about the New York firm at hsfmllc.com.

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