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. Christopher 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
252 advisors
Number of Clients
30,309 clients
Average Client Portfolio
$317K average
Assets Under Management
$9.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 1 mo
Harbour Investments, INC.Broker
October 2009 - Present · 17 yrs
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.
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