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.
1321 East Main St, Stoughton, WI, 53589
Get directionsAaron 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.