Kurt Houghton
Kurt Houghton is a registered investment advisor at Safe Harbor Investment Advisors, LLC, based in Ijamsville, MD, with 26 years of industry experience. Kurt 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 16 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Safe Harbor Investment Advisors charges a percentage of your portfolio annually, ranging from 0.25% to 1.00%. The specific percentage is negotiable based on the size and type of your relationship with Safe Harbor and the services you require.
Location
Ijamsville, MD
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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
Safe Harbor Investment Advisors, LLC
Previous Registrations
Beacon Investment Advisors 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.