Michael Harnett is a registered investment advisor at Harnett Investment Advisers LLC, based in Carlsbad, CA, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 35 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harnett Investment Advisers charges a fee based on the value of your portfolio. The advisory fees are generally between 1.0% and 2.0% annually. The specific percentage is determined by the complexity and amount of work required to manage your financial assets and assist you in achieving your financial objectives. All fees are subject to negotiation.
Location
Carlsbad, CA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Harnett Investment Advisers LLC
Previous Registrations
Unionbanc Investment Services, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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.