Todd Carless
Todd Carless is a registered investment advisor at Harbour Investments, INC., based in Kalamazoo, MI, with 33 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
904 West C Ave, Kalamazoo, MI, 49009
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2004Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Todd is 25% owner/president of Burnham & Flower Agency, dedicating minimal time to general review and oversight. He also works as an agent/account manager for Burnham and Flower Agency, Inc., selling pension, health, and life insurance, dedicating about a quarter of his time during trading hours and a few hours per week after trading hours.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Burnham & Flower Financial, INC.Broker
Manequity, INC.Broker
State Registrations8 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.