MS
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Michael Skala

31 Years of Experience
Fitchburg, WI
Broker

Michael Skala is a registered investment advisor at Harbour Investments, INC., based in Fitchburg, WI, with 31 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
249 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

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.

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Location

Fitchburg, WI

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Michael is an owner and consultant at Health Pharmacies Inc. He is also a partner at J&E Farms, a member of Elks Lodge 410, and treasurer at The Payroll Company.

Employment History
Current Registrations
Harbour Investments, INC.
October 2019 - Present · 6 yrs 7 mos
Harbour Investments, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Avantax Advisory Services
November 1999 - October 2019 · 19 yrs 11 mos
Avantax Investment Services, INC.Broker
March 1995 - October 2019 · 24 yrs 7 mos
State Registrations1 state
WI
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.
Michael Skala - Financial Advisor | TrueAdvisor