Amy Peirce
Amy Peirce is a registered investment advisor at Harbour Investments, INC., based in St Joseph, MI, with 38 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30,309 clients with $9.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum management fee is 2.0% of assets under management. Fees are negotiated between the client and representative. Third-party manager programs range from 0.25% to 2.50% total annual fees.
Fee Estimator
Location
620 Broad Street, Suite 103, St Joseph, MI, 49085
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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
Amy operates under the DBA "Your Center for Investments" and is an independent insurance agent, including selling equity indexed annuities. She also serves on the advisory board for Lory's Place, providing grief support, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Mutual Benefit Financial Service CompanyBroker
Hamilton Investments, INC.Broker
Mesirow Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations17 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.
Exams
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