AN

Amanda Lin Norris

2 Years of Experience

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

710 S. 14th Street, New Castle, IN, 47362

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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

Amanda is an independent insurance agent with Norris Insurance Agency and Ted Norris Agency (DBA). She may sell equity indexed annuities.

Employment History
Current Registrations
Harbour Investments, INC.
September 2023 - Present · 2 yrs 4 mos
Harbour Investments, INC. Broker
August 2023 - Present · 2 yrs 5 mos
State Registrations1 state
IN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.