Richard Harlow is a registered investment advisor at Old Port Advisors, based in Portland, ME, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 952 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.63% |
| $5M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. A 20% discount is accorded to qualified charitable organizations.
Fee Estimator
Location
130 Middle Street, 2nd Floor, Portland, ME, 04101-7104
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2016Other Business Activities
Richard is the Chairman of the Board of Selectmen for the Town of Lebanon, Maine, since 2017. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Old Port Advisors
Previous Registrations
Ameriprise Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.