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Belinda Best

Harbour Investments, INC.
22 Years of Experience
Battle Creek, MI
BrokerSells Insurance
View SEC Summary
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Belinda Best is a registered investment advisor at Harbour Investments, INC., based in Battle Creek, MI, with 22 years of industry experience. Belinda 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

77 E Michigan Ave #199, Battle Creek, MI, 49017

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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

Belinda is a sole proprietor and tax preparer for Best Tax & Accounting, providing individual tax preparation services, dedicating full-time hours to this endeavor on weekends and weeknights from February through mid-April each year. She is also an independent insurance agent DBA Becky Best Investment Professional.

Employment History
Current Registrations
Harbour Investments, INC.
October 2016 - Present · 10 yrs
Harbour Investments, INC.Broker
July 2008 - Present · 18 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
November 2007 - December 2007 · 1 mo
Wachovia Securities, LLCBroker
July 2003 - January 2007 · 3 yrs 6 mos
Prudential Securities IncorporatedBroker
September 2002 - July 2003 · 10 mos
State Registrations7 states
FLGAMINCNYOHWA
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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