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Chris Morgan

Harbour Investments, INC.
34 Years of Experience
McHenry, IL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Chris Morgan is a registered investment advisor at Harbour Investments, INC., based in McHenry, IL, with 34 years of industry experience. Chris 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.

Harbour Investments, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
252 advisors
Number of Clients
30,309 clients
Average Client Portfolio
$317K average
Assets Under Management
$9.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5435 Bull Valley Rd., Suite 224, McHenry, IL, 60050

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2006
Closed-No Action
Customer Dispute
December 1999
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chris is a managing member of Beacon Wealth Advisors, LLC, an investment advisory practice, and spends about three-quarters of his time there. He also owns office real estate and is an insurance agent for Beacon Insurance Advisors, LLC, focusing on fixed insurance sales, dedicating about a quarter of his time. Chris is also a member/partner at Beacon Advisors, LLC DBA Beacon Tax Advisors, and is an independent insurance agent.

Employment History
Current Registrations
Harbour Investments, INC.
December 2023 - Present · 2 yrs 10 mos
Harbour Investments, INC.Broker
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Beacon Wealth Advisors, LLC
November 2014 - December 2023 · 9 yrs 1 mo
Gradient Securities, LLCBroker
October 2014 - November 2023 · 9 yrs 1 mo
LPL Financial LLC
August 2004 - October 2014 · 10 yrs 2 mos
LPL Financial LLCBroker
April 2004 - October 2014 · 10 yrs 6 mos
Edward JonesBroker
August 1992 - April 2004 · 11 yrs 8 mos
State Registrations11 states
COFLGAILMSNCNJOKSCTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Chris Morgan - Financial Advisor | TrueAdvisor