Robert Black
Robert Black is a registered investment advisor at Harbor Investment Advisory, LLC, based in Lutherville, MD, with 39 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3,326 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbor Investment Advisory offers several investment management programs. The fees range from 0.25% to 2.00% of the value of your portfolio annually, depending on the program you choose. These fees are charged monthly. In addition to Harbor's fees, you may incur other fees, such as fees charged by third-party money managers or brokerage commissions.
Location
2330 W. Joppa Road, Suite 160, Lutherville, MD, 21093
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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.
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Robert is a director at Rollins-Luetkemeyer Foundation since 1999, dedicating about 10-20% of his time to the foundation's operations. He also leases land to a farmer at Trenton Mill Farms.
Employment History
Current Registrations
Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLCBroker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Connecticut Mutual Financial Services, INC.Broker
State Registrations45 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.