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

1321 East Main St, Stoughton, WI, 53589

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2016
Closed-No Action
Other Business ActivitiesSells Insurance

Aaron is an independent insurance agent with Financial Innovations LLC, including equity index annuities, and rents farmland. He also serves as a local town board supervisor, dedicating minimal time to this role.

Employment History
Current Registrations
Harbour Investments, INC.
May 2012 - Present · 13 yrs 8 mos
Harbour Investments, INC. Broker
May 2012 - Present · 13 yrs 8 mos
Previous Registrations
New England Securities Corporation
August 2009 - May 2012 · 2 yrs 9 mos
New England SecuritiesBroker
April 2008 - May 2012 · 4 yrs 1 mo
State Registrations3 states
FLMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron G Tachon - Financial Advisor | AdvisorDiscover