Joshua Pratt
Joshua Pratt is a registered investment advisor at Harbour Investments, INC., based in McHenry, IL, with 19 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
5435 Bull Valley Rd., Suite 224, McHenry, IL, 60050
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Joshua is an Investment Advisor Representative at Beacon Wealth Advisors, LLC, spending nearly full-time there. He also works at Beacon Insurance Advisors, LLC as an insurance agent, dedicating about half of his time to selling fixed insurance products and other insurance products including Equity Indexed Annuities.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Beacon Wealth Advisors, LLC
Gradient Securities, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Wm Financial Services, INC.Broker
Washington Square Securities, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
Aal Capital Management CorporationBroker
State Registrations2 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.