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

299 Coon Rapids Blvd, #213, Coon Rapids, MN, 55433

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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

Adam is an independent insurance agent, potentially selling equity indexed annuities. He also operates under the DBA Avila Wealth Management.

Employment History
Current Registrations
Harbour Investments, INC.
April 2016 - Present · 9 yrs 9 mos
Harbour Investments, INC. Broker
March 2016 - Present · 9 yrs 10 mos
Previous Registrations
The Strategic Financial Alliance
November 2010 - April 2016 · 5 yrs 5 mos
The Strategic Financial Alliance, INC. Broker
November 2010 - April 2016 · 5 yrs 5 mos
Investment Advisors International, INC.
June 2008 - November 2010 · 2 yrs 5 mos
World Group Securities, INC.Broker
August 2005 - November 2010 · 5 yrs 3 mos
State Registrations11 states
COFLIAILMNMTNVTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam James Hub - Financial Advisor | AdvisorDiscover