Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
575 D'Onofrio Drive, Suite 300, Madison, WI, 53719
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
Bailey works as a plumbing sales associate at Menards, assisting customers with their plumbing needs. This non-investment related activity takes about 10-20% of Bailey's time during non-trading hours.