Advisor at Flagship Harbor Advisors, 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
Flagship Harbor Advisors, LLC
Location
Stockbridge, VT
Credentials
CFP®, Series 66
Industry experience
24 years
Fixed fees for financial planning and consulting generally range from $300 to $15,000
$0+: 0.25% - 2.0% N/A - N/A: Negotiable based on various factors
Commission fees charged by LPL Financial when purchasing securities on commission basis; Flagship representatives receive portion of commissions
Hourly financial planning and consulting fees generally range from $100 to $300
Fee-only: Fixed fees generally range from $300 to $15,000; Hourly fees range from $100 to $300 per hour
Lpl Financial LLC
2015 - Present (11 years)
Flagship Harbor Advisors, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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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