Robert Laubach
Robert Laubach is a ChFC-designated registered investment advisor at Harbor Investment Advisory, LLC, based in Lutherville, MD, with 56 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 3,540 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary by program: Harbor Manager Select charges 0.25% to 2.00%, and Harbor Investment Consulting charges 0.25% to 1.50%. Fees are computed as a percentage of assets under management and paid monthly in arrears.
Fee Estimator
Location
2330 W. Joppa Road, Suite 160, Lutherville, MD, 21093
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
July 2016Customer Dispute
July 2002Customer Dispute
January 2002Employment History
Current Registrations
Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
Fidelity Management COBroker
Clark, Melvin & Company, INC.Broker
State Registrations10 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.
Exams
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