Advisor at Wellington Investment Advisors
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Firm
Wellington Investment Advisors
Location
Richland, MI 49083
Credentials
Series 63, Series 65
Industry experience
40 years
Harry Boesch is a financial advisor with Wellington Investment Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has previously worked at Wells Fargo Advisors and Private Client Services LLC. Outside of his advisory role, he is a passive investor in several medical and healthcare-related companies. Wellington Investment Advisors manages discretionary and non-discretionary portfolios and provides written financial planning to individuals, charitable organizations, corporations, and other business entities. The firm serves approximately 375 clients with a team of five advisors and applies a range of investment strategies tailored to client objectives and risk tolerance.
Based on Wellington Investment Advisors
Based on Wellington Investment Advisors
Financial planning fixed fees up to $40,000 depending on scope and complexity
$0 - $1,000,000: 2.0% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $3,000,000: 1.0% Over $3,000,000+: Negotiable
Separate commission-based compensation for insurance products and securities sales by licensed agents and registered representatives affiliated with the firm
Financial planning quarterly fees up to $10,000 depending on scope and complexity
8801 N. 32 Nd St, Suite 1 B
Richland, MI 49083
Michigan · Texas
Private Client Services LLC
2016 - 2017 (1 year)
Wellington Investment Advisors
2016 - Present (10 years)
Wells Fargo Advisors
2013 - 2016 (3 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.
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.
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.
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