Aaron Tachon
Aaron Tachon is a registered investment advisor at Harbour Investments, INC., based in Stoughton, WI, with 18 years of industry experience. Aaron 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
1321 East Main St, Stoughton, WI, 53589
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Aaron is an independent insurance agent with Financial Innovations LLC, including equity index annuities, and rents farmland. He also serves as a local town board supervisor, dedicating minimal time to this role.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
State Registrations3 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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