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Harbor Wealth Management, Llc
Green Bay, Wisconsin
Harbor Wealth Management, LLC is a reputable investment advisory firm located in Green Bay, WI. With one office, they serve a diverse clientele with over 260 individual clients and manage more than $294,359,000 in assets. The firm has six highly skilled employees, five of whom specialize in providing comprehensive investment advisory services to their clients.
Harbor Wealth Management, LLC adopts a balanced compensation structure, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. Their average assets under management per investment advisor amount to approximatel...see more
Assets Under Mgmt
$294.36M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Other: INCOME TAX PLANNING AND PREPARATION
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Harbor Wealth Management, Llc
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