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CA
ChFC
CA
ChFC

Craig Anderson

Harbour Investments, INC.
17 Years of Experience
St Joseph, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Craig Anderson is a ChFC-designated registered investment advisor at Harbour Investments, INC., based in St Joseph, MI, with 17 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30,309 clients with $9.6B in assets under management.

Harbour Investments, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
253 advisors
Number of Clients
30,309 clients
Average Client Portfolio
$317K average
Assets Under Management
$9.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum management fee is 2.0% of assets under management. Fees are negotiated between the client and representative. Third-party manager programs range from 0.25% to 2.50% total annual fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

St Joseph, MI

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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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Other Business ActivitiesSells Insurance

Craig is an independent insurance agent selling life, long-term care insurance, and annuities, dedicating about 10-20% of his time to this activity. He also operates a hospitality BNB from his home on a part-time basis, though his wife manages it, and he spends minimal time on it.

Employment History
Current Registrations
Harbour Investments, INC.
March 2016 - Present · 10 yrs 7 mos
Harbour Investments, INC.Broker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Foundations Investment Advisors LLC
March 2016 - March 2016 · 0 mos
Triad Advisors, INC.Broker
January 2013 - March 2016 · 3 yrs 2 mos
Harbinger Asset Management, LLC
July 2010 - March 2016 · 5 yrs 8 mos
Vanguard CapitalBroker
September 2003 - December 2003 · 3 mos
Nylife Securities INC.Broker
September 2000 - October 2001 · 1 yr 1 mo
State Registrations3 states
FLINMI
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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