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Elias Poe

Harbor Investment Advisory, LLC
26 Years of Experience
Lutherville, MD
Broker
View SEC Summary
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Elias Poe is a registered investment advisor at Harbor Investment Advisory, LLC, based in Lutherville, MD, with 26 years of industry experience. Elias 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.

Harbor Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
3,540 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2330 W. Joppa Road, Suite 160, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Harbor Investment Advisory, LLCBroker
September 2017 - Present · 9 yrs 1 mo
Harbor Investment Advisory, LLC
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - October 2017 · 8 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2017 · 8 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
August 2000 - February 2006 · 5 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
February 2000 - February 2006 · 6 yrs
Lombard Securities IncorporatedBroker
February 2000 - February 2000 · 0 mos
State Registrations28 states
AZCACOCTDCDEFLGAILKYLAMAMDNCNHNJNVNYOHORPASCTXUTVAWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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