Advisor at Bull Harbor Capital LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bull Harbor Capital LLC.
Location
Summerville, SC
Credentials
Series 66
Industry experience
7 years
Fixed fees for financial planning generally range from $500 to $10,000.
$0 - $5,000,000: 1.70% $5,000,001 - $10,000,000: 1.40% $10,000,001 - $20,000,000: 1.10% $20,000,001+: 0.80%
Certain supervised persons are registered representatives earning commissions on securities sales.
Up to $500 per hour for financial planning services.
Fee-only: Financial planning fees range from $500 to $10,000 fixed fee or annual retainer; hourly fees up to $500/hour.
Bull Harbor Capital
2023 - Present (3 years)
National Financial Services LLC
2017 - 2023 (6 years)
Fidelity Investments
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Moncks Corner, SC
Edward Jones
CFP®, Series 66
Daniel Island, SC
Edward Jones
Series 66
Summerville, SC
Edward Jones
CFP®, Series 66
Hanahan, SC
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Summerville, SC
Edward Jones
Series 66
Summerville, SC
Edward Jones
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