Benjamin Pahl is a registered investment advisor at Harbour Investments, INC., based in Libertyville, IL, with 21 years of industry experience. Benjamin 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
1509 N Milwaukee Ave, Libertyville, IL, 60048
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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 Activities
Benjamin is a salaried employee at 818 Capital Group, LLC, a customer service/payroll company, spending minimal time there. He also serves as President & CCO of Liberty One Investment Management, LLC, dedicating about half of his time to setting direction, executing the business plan, and providing leadership.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Liberty One Investment Management
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
State Registrations18 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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