Harbor Advisory Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harbor Advisory Corporation provides discretionary investment management and related financial advice to individuals, families, trusts, estates, foundations, charitable organizations, pension and profit‑sharing plans, and corporations, with the firm noting that the great majority of its client base consists of families and related accounts. In addition to managing equity, balanced and fixed‑income portfolios, Harbor advises on retirement and estate planning, educational funding, insurance, debt management and tax planning and coordinates with clients’ legal and tax advisors.
The firm develops individualized asset‑allocation plans based on each client’s risk profile, tax and estate needs and employs a combination of economic and fundamental analysis (with technical tools as appropriate) for security selection. Harbor conducts ongoing oversight through a monthly Investment Committee review process and provides clients with quarterly valuation reports and detailed annual comparisons, with more frequent reporting available on request.
Harbor is employee‑owned and has managed roughly $480.9 million in discretionary assets for about 144 clients with three advisors, a scale and ownership structure that influences its operating model and oversight practices, including acting as trustee for certain client accounts and subjecting those arrangements to independent verification. Distinctively for firms of its type, Harbor supplements regular account reporting with client periodicals or newsletters and offers educational seminars or workshops as part of its client communications and transparency efforts.
Client services
Expertise
Fee options
Fixed fees may be charged for consulting services beyond investment management.
$0 - $1,000,000: 1.10% $1,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.50% $20,000,000+: Negotiated
Hourly fees may apply for consulting services beyond investment management.
Account minimum: $1,000,000 Minimum fee: Minimum annual investment management fee of $20,000, which may be waived at Harbor's discretion. Fee-only: Investment management fees based on assets under management per tiered schedule; may charge additional hourly or fixed fees for consulting services.
Main office
500 Market Street, Suite 11
Portsmouth NH 03801
Advisors at this office
3
Most active in
California · Florida · Maine · Massachusetts · New Hampshire · New York · Texas
Also doing business as
Harbor Advisory · Harbor Advisory Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Weld B
Series 63
Portsmouth, NH
Harbor Advisory Corporation
Weld Butler is a financial advisor with Harbor Advisory Corporation, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Harbor Advisory Corporation since 1986. Outside of his advisory role, Mr. Butler is an owner of a condominium associated with the firm. Harbor Advisory Corporation provides discretionary investment management for approximately 154 clients, including families, trusts, foundations, and institutions. The firm offers personalized asset allocation plans based on economic, fundamental, and technical analysis, and supplements portfolio management with retirement, estate, and tax planning, among other services.
John D
Series 63, Series 65
Portsmouth, NH
Harbor Advisory Corporation
John Degan is a financial advisor at Harbor Advisory Corporation with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Harbor Advisory since 1996. Harbor Advisory Corporation provides discretionary investment management and financial advice primarily to families and related accounts, as well as trusts, estates, foundations, and various organizational clients. The firm develops individualized asset-allocation plans based on risk profiles and tax and estate needs, using economic and fundamental analysis for security selection, and offers ongoing portfolio oversight and detailed client reporting.
Daniel Z
CFA®, Series 63, Series 65
Portsmouth, NH
Harbor Advisory Corporation
Daniel Zibinskas is a CFA® charterholder with 15 years of industry experience. He has been with Harbor Advisory Corporation since 2020 and previously worked at Beaumont Financial Partners, LLC from 2011 to 2020. Harbor Advisory Corporation provides discretionary investment management and comprehensive financial planning services primarily for families, trusts, foundations, and other institutions. The firm emphasizes individualized asset allocation plans and maintains regular oversight through an Investment Committee, with a focus on client communication and education alongside portfolio management.
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