Robert Sawicki
Robert Sawicki is a registered investment advisor at Harbour Investments, INC., based in Madison, WI, with 26 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
3602 Atwood Ave, Suite 3, Madison, WI, 53714
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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 →Other Business ActivitiesSells Insurance
Robert is a sole proprietor of a tax and accounting service since 1998, dedicating about 10-20% of his time. He is also an independent insurance agent, serves as a board member for a non-profit, and owns residential rental real estate.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
State Registrations20 states
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