New Harbor Financial Group, LLC

New Harbor Financial Group, LLC is a registered investment adviser based in Worcester, MA, established as a limited liability company in 2005. The firm offers personalized investment management and wealth management services, including discretionary and non-discretionary options. They also provide financial planning services based on individual needs, charging fixed or hourly fees. Clients with at least $500,000 of assets under management can have financial planning fees waived by implementing the plan advice through the Investment Management Service. The firm primarily allocates client assets among exchange-traded funds, individual equities, individual bonds, and options. As of January 28, 2025, they manage $563,754,758 in client assets on a discretionary basis. Fees for portfolio management services range from 0.85% to 2.00% annually, billed quarterly based on the account value. New Harbor Financial Group, LLC does not accept performance-based fees, and they offer investment advisory services to various types of clients, requiring a minimum aggregate investment of $200,000. The firm follows a code of ethics, participates in proxy voting, and has a privacy policy to protect clients' information. They do not determine class action lawsuit eligibility for clients' securities.