Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Harbour Wealth Partners charges hourly fees for Personal Advisory Services (minimum $300) and Business Advisory Services (minimum $400), with the total estimated in advance. Personal CFO Services are billed either as a flat annual fee (billed quarterly) or hourly (billed quarterly). Hourly rates range from $40 for administrative staff to $290 for Eric Welch. Fees are negotiable prior to the execution of the engagement agreement. The client may terminate the agreement at any time and receive a refund of unearned fees.
Areas of Practice
Advisor Information
Office location
9820 Westpoint Drive Ste. 400, Indianapolis, IN, 46256
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Ross is associated with Harbour Wealth Partners, Inc., a DBA for his LPL business, since November 2023. This investment-related activity requires minimal time.