Advisor at Harbour Investments, Inc.
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
Harbour Investments, Inc.
Location
Ida Grove, IA 51445
Credentials
Series 63, Series 66
Industry experience
39 years
Fred Sweers is a financial advisor at Harbour Investments, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Bradford Insurance, United Planners' Financial Services, and FSB Financial Services. He is also the owner of Settlers Financial Services. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.
Based on Harbour Investments, Inc.
Based on Harbour Investments, Inc.
Flat fees generally range from $200 to $2,500 depending on scope
$0 - $25,000: Higher service fees (specific rate not stated) due to higher costs of maintaining the account $25,000+: Up to 2.0% maximum advisory fee (negotiated with client)
Commission-based compensation available through broker/dealer activities; commissions may offset AUM fees for periods; 12b-1 fees received from some mutual funds
Hourly fees generally range from $50 to $300 per hour
Account minimum: $5,000 (no advisory fee assessed below this value at Pershing Advisor Solutions and/or Charles Schwab, Inc.; IARs may require higher minimums) Fee-only: Hourly fees generally range from $50 to $300 per hour; flat fees generally range from $200 to $2,500 depending on scope
200 Moorehead Ave.
Ida Grove, IA 51445
Iowa
Settlers Financial Services
2025 - Present (1 year)
Harbour Investments, Inc.
2025 - Present (1 year)
Bradford Insurance
2011 - 2025 (14 years)
United Planners' Financial Services
2011 - 2025 (14 years)
The Bradford Financial Center
2011 - 2025 (14 years)
FSB Financial Services
2002 - 2023 (21 years)
FSB Financial Services
1986 - 2023 (37 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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