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
Cassopolis, MI 49031
Credentials
Series 63, Series 66
Industry experience
27 years
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
Harbour Investments, Inc
2016 - Present (10 years)
Compass Financial Advisors
2015 - 2020 (5 years)
Securities America Inc
2015 - 2016 (1 year)
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.
Series 66
Dowagiac, MI
Edward Jones
CFP®, Series 66
Niles, MI
Edward Jones
Series 66
Granger, IN
Edward Jones
Series 63, Series 66
Granger, IN
Fidelity
Matt Gerard is a Financial Consultant currently working at Fidelity Investments since 2021. He has held the role of Financial Consultant at Fidelity Investments since 2024 and previously held the same title at TD Ameritrade from 2016 to 2021. His prior experience includes positions as Branch Manager at Fifth Third Bank from 2014 to 2015, Financial Advisor at JP Morgan Chase from 2012 to 2014, and Financial Advisor at 1st Source Advisors from 2008 to 2012. With over 15 years in the financial industry, Matt focuses on providing customized services and suggestions to help clients work towards their financial goals. He assists clients in creating and routinely updating solid financial plans and developing investment strategies aligned with their objectives. He is committed to maintaining contact with clients to adjust strategies as their financial needs evolve. Outside of his professional work, Matt has interests in baseball, football, golf, motorcycles, and traveling.
CFP®, Series 66
Niles, MI
Edward Jones
Series 66
Cassopolis, MI
Edward Jones
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