Matthew Bayer
Matthew Bayer is a registered investment advisor at Harbour Investments, INC., based in Kettering, OH, with 29 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
1948 E Whipp Rd, Suite D, Kettering, OH, 45440
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2022Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent doing business as Bayer & Associates, selling equity indexed annuities. He is also a managing member of Bacco Holdings LLC, a real estate holding company, dedicating minimal time outside of securities trading hours.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Wrp Investments, INC.Broker
Linsco/private Ledger CORP.Broker
A. Ch. Securities, INC.Broker
Securities Service Network, INC.Broker
Commonwealth Equity Services, INC.Broker
Lasalle St Securities, L.L.C.Broker
Saperston Financial INC.Broker
Eisner Securities, INC.Broker
Mfi Investments CORP.Broker
State Registrations21 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.