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

Ferndale, WA

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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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Employment History
Current Registrations
Harbour Investments, INC.
November 2025 - Present · 2 mos
Harbour Investments, INC. Broker
November 2025 - Present · 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
September 2024 - October 2025 · 1 yr 1 mo
Ameriprise Financial Services, LLC Broker
September 2024 - October 2025 · 1 yr 1 mo
Edward Jones
March 2024 - August 2024 · 5 mos
Edward Jones Broker
January 2024 - August 2024 · 7 mos
State Registrations1 state
WA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.