Scott Leabman is a registered investment advisor at Harbor Asset Planning, INC., based in Belmont, MA, with 18 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 99 clients with $190M 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 | 1.00% |
Minimum annual fee of $6,000. Lower or flat investment management fee may be charged at Harbor Asset's sole discretion.
Fee Estimator
Location
Belmont, MA
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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.
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Scott is actively engaged in consulting and bookkeeping for corporations and sole proprietors, dedicating nearly full-time hours to this activity. He also owns several rental real estate properties, spending a few hours per week on this.
Employment History
Current Registrations
Harbor Asset Planning, INC.
State Registrations1 state
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