AJ

Arne Richard Jacobsen

42 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
248 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

Financial Plan Fee:$200 - $2,500
Hourly Rate:$50 - $300/hr

Harbour charges fees for consultation services, ranging from $50 to $300 per hour, or flat fees between $200 and $2,500 depending on the plan's scope. For ongoing investment advisory relationships, fees are calculated as a percentage of assets under management, with a maximum of 2.0%. Accounts under $25,000 may have higher service fees. Third-party manager fees generally range from 0.25% to 2.50% per annum, including both advisor and manager fees. The maximum advisor fee is 2.0%, separate from the third-party manager fees.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

3923 E State Street, Rockford, IL, 61108

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Arne owns Jacobsen Insurance Services as an independent insurance agent since 1974, dedicating a few hours per week. He is also the president and a board member of Miracle Mile Rockford, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Harbour Investments, INC. Broker
August 2009 - Present · 16 yrs 5 mos
Harbour Investments, INC.
August 2009 - Present · 16 yrs 5 mos
Previous Registrations
Mutual Service Corporation
June 2000 - August 2009 · 9 yrs 2 mos
Mutual Service CorporationBroker
January 1992 - August 2009 · 17 yrs 7 mos
Geneva Securities,inc.Broker
July 1987 - December 1991 · 4 yrs 5 mos
A.S.A. Investment CompanyBroker
August 1985 - February 1988 · 2 yrs 6 mos
The Great-West Life Assurance CompanyBroker
June 1985 - January 1992 · 6 yrs 7 mos
Pruco Securities Corporation Broker
August 1983 - December 1986 · 3 yrs 4 mos
State Registrations11 states
COFLHIILINMIMNNVVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Arne Richard Jacobsen - Financial Advisor | AdvisorDiscover