Advisor at American Harbour Wealth Management, LLC
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Firm
American Harbour Wealth Management, LLC
Location
Orlando, FL 32819
Credentials
Series 63, Series 65
Industry experience
14 years
Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.
Based on American Harbour Wealth Management, LLC
Based on American Harbour Wealth Management, LLC
Financial planning services fixed fee ranging from $1,000 up to $10,000.
$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Registered representatives earn commissions on securities and insurance products sales separate from advisory fees.
$350/hour for financial consulting services, negotiable.
7009 Dr Phillips Blvd, Suite 260
Orlando, FL 32819
Florida
American Harbour Wealth Management, LLC
2022 - Present (4 years)
American Harbour Wealth Management, LLC
2022 - Present (4 years)
Delta Capital Management
2022 - 2023 (1 year)
Delta Securities Company, LLC
2020 - 2022 (2 years)
Bishop Moore High School Lacrosse Coach
2014 - 2022 (8 years)
American Harbour Wealth Management
2013 - 2020 (7 years)
ProEquities Inc
2013 - 2020 (7 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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