Jeremy Argue
Jeremy Argue is a ChFC-designated registered investment advisor at Harbour Investments, INC., based in Fitchburg, WI, 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
5400 King James Way, Suite 110, Fitchburg, WI, 53719
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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
Jeremy is an independent insurance agent since 2012, selling and servicing life insurance, long-term care insurance, and annuities, which may include equity-indexed annuities. This takes about half of Jeremy's time, with a few hours per week during trading hours.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations9 states
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