AP
AP

Anke Parpart

15 Years of Experience
Gloucester, MA

Anke Parpart is a registered investment advisor at Good Harbor Advisors, INC., based in Gloucester, MA, with 15 years of industry experience. Anke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 233 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
233 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$289.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $300K1.00%
$300K - $900K0.95%
$900K - $2.0M0.80%
$2M+0.75%

Fees may be negotiable based on the amount of assets under management, complexity of client goals and objectives, and level of services rendered. Accounts for members of the same household can be combined for fee paying purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Blackburn Drive, Gloucester, MA, 01930

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Anke works as an office manager for Babson & Company, an accounting practice. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Good Harbor Advisors, INC.
June 2010 - Present · 15 yrs 11 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.