Joel Radakovitz
Joel Radakovitz is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Machesney Park, IL, with 40 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
10501 North 2nd Street, Machesney Park, IL, 61115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joel is an independent group health insurance producer and an independent insurance agent including equity indexed annuities. He also owns several companies, including The Pension Specialists, LTD., Exult Wealth LLC, Fiduciary Advisor Systems, LLC, and TPS Building, LLC, dedicating a significant amount of time to these ventures.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Exult
H.D. Vest Investment Securities, INC.Broker
Kupfer, Engler Securities, INC.Broker
Singer & Company Securities, INC.Broker
State Registrations7 states
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