RH
RH

Robert Harbour

29 Years of Experience
Naperville, IL
1 Disclosure

Robert Harbour is a registered investment advisor at Ebh Financial, INC., based in Naperville, IL, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 70 clients with $35M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
70 clients
Average Client Portfolio
$496K average
Assets Under Management
$34.7M

Fee Structure

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

The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Naperville, IL

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History

Regulatory History (1)
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Judgment / Lien
August 2025
Employment History
Current Registrations
Ebh Financial, INC.
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Infinity Financial Services Advisory
April 2020 - December 2021 · 1 yr 8 mos
Infinity Financial Services
May 2018 - December 2020 · 2 yrs 7 mos
Infinity Financial ServicesBroker
May 2018 - March 2021 · 2 yrs 10 mos
LPL Financial LLCBroker
November 2007 - May 2018 · 10 yrs 6 mos
LPL Financial LLC
November 2007 - May 2018 · 10 yrs 6 mos
Lasalle St. Investment Advisors, L.L.C.
March 2006 - November 2007 · 1 yr 8 mos
Lasalle St Securities, L.L.C.Broker
September 2001 - November 2007 · 6 yrs 2 mos
Eisner Securities, INC.Broker
August 1999 - October 2001 · 2 yrs 2 mos
Painewebber IncorporatedBroker
December 1997 - August 1999 · 1 yr 8 mos
Rosenthal Global Securities, L.P.Broker
July 1996 - July 1997 · 1 yr
State Registrations2 states
ILWI
Advisor

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.