CY
CFP
CY
CFP

Christopher Yard

16 Years of Experience
Maple Grove, MN
BrokerSells Insurance

Christopher Yard is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Maple Grove, MN, with 16 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
249 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.

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Location

Maple Grove, MN

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Christopher operates as an independent insurance agent through Integrity Financial Group, potentially selling equity indexed annuities. He also serves as a board member for Hidden Creek HOA, dedicating minimal time and receiving no compensation.

Employment History
Current Registrations
Harbour Investments, INC.
September 2015 - Present · 11 yrs
Harbour Investments, INC.Broker
October 2009 - Present · 16 yrs 11 mos
State Registrations11 states
AZCACOFLMNNVNYOHTXWAWI
AdvisorBrokerBoth

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.