Lucian Harbar
Lucian Harbar is a registered investment advisor at Spectrum Financial Resources, based in St. Clair Shores, MI, with 19 years of industry experience. Lucian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 545 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for portfolios over $5,000,001.
Fee Estimator
Location
22611 Greater Mack Ave., St. Clair Shores, MI, 48080
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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
Lucian owns Bunch Tax Service, a tax preparation and accounting service, since 2003. He is also a financial advisor with Spectrum Financial, an agent with Lucian Harbar Independent Insurance selling non-variable insurance, a registered representative with United Planners Financial Services, and a part owner of 22611 Mack Ave LLC, a real estate sales/rental properties/property management company.
Employment History
Current Registrations
Spectrum Financial Resources
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Equitas America, LLC
Equitas America, LLCBroker
State Registrations2 states
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