Overview
- Headquarters
- Boston, MA
- Total Firm Assets
- $3.4 billion
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
Fee Disclosure
Source: FLAGSHIP HARBOR ADVISORS, LLC WRAP FEE BROCHURE (2026-01-28)
· View brochure text
Latest filing: FLAGSHIP HARBOR ADVISORS, LLC DISCLOSURE BROCHURE (2026-01-28)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 73.81%
- Number of High-Net-Worth Clients
- 2,556
- Total Client Accounts
- 12,815
- Discretionary Accounts
- 12,815
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 155733
- FLAGSHIP HARBOR ADVISORS, LLC DISCLOSURE BROCHURE (2026-01-28) · View brochure text
- FLAGSHIP HARBOR ADVISORS, LLC WRAP FEE BROCHURE (2026-01-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗