John Michalak
John Michalak is a registered investment advisor at Harbour Investments, INC., based in Deer Park, IL, with 25 years of industry experience. John 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.
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% |
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
Location
Deer Park, IL
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Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
John sells fixed insurance, term, whole life, and equity indexed annuities from various insurance carriers through Chicago Investment Advisory Council Inc. He also works as an Investment Advisor Representative (IAR) for Chicago Investment Advisory Council, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Chicago Investment Advisory Council, INC.
J.W. Cole Financial, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations13 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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