CA
CA

Champe Andrews

30 Years of Experience
Lutherville, MD
2 DisclosuresBroker

Champe Andrews is a registered investment advisor at Harbor Investment Advisory, LLC, based in Lutherville, MD, with 30 years of industry experience. Champe 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
3,326 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$100K

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.

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Location

2330 W. Joppa Road, Suite 160, Lutherville, MD, 21093

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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
November 2010
Denied
Customer Dispute
February 2008
Denied
Employment History
Current Registrations
Harbor Investment Advisory, LLC
January 2011 - Present · 15 yrs 3 mos
Harbor Investment Advisory, LLCBroker
January 2011 - Present · 15 yrs 3 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
January 2001 - February 2011 · 10 yrs 1 mo
Deutsche Bank Securities INC.
June 2000 - February 2011 · 10 yrs 8 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
January 1996 - September 1997 · 1 yr 8 mos
Legg Mason Wood Walker, IncorporatedBroker
April 1995 - December 1995 · 8 mos
State Registrations31 states
AZCACOCTDCDEFLGAILMAMDMEMIMNMONCNHNJNMNYOHORPARISCSDTNTXVAWIWV
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.
Champe Andrews - Financial Advisor | TrueAdvisor