Irina Andreasen
Irina Andreasen is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Hampton, NH, with 23 years of industry experience. Irina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
1 Merrill Industrial Dr, Ste 7, Hampton, NH, 03842
Get directionsHistory
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
Irina is an agent for Pinnacle selling non-variable insurance products including disability, long-term care, life, and fixed annuities, dedicating minimal time to this. She also provides investment advisory services through Flagship Harbor Advisors, LLC, spending well over full-time hours on this activity, and owns several rental real estate properties.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Pruco Securities, LLC.Broker
Hartford Equity Sales Company INC.Broker
Capital Brokerage CorporationBroker
Capital Brokerage CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Equities LLCBroker
MML Investors Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations19 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.