Ian Dick
Ian Dick is a registered investment advisor at Harbour Investments, INC., based in Fort Wayne, IN, with 22 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
9921 Dupont Circle Dr W, Suite 300, Fort Wayne, IN, 46825
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Ian is affiliated with Venture Wealth Advisors as a Registered Investment Advisor since 2009. He is also an independent insurance agent, potentially selling equity indexed annuities.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Securities America, INC.Broker
Compass Financial Advisors LLC
Fintegra, LLCBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Vestax Securities CorporationBroker
Questar Capital CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations3 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.