Tyler Braun is a registered investment advisor at Harbour Investments, INC., based in Libertyville, IL, with 15 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1509 N. Milwaukee Ave, Libertyville, IL, 60048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tyler is a salaried employee at 818 Capital Group, LLC, a customer service/payroll company, spending minimal time there. He is also an investment committee member at Liberty One Investment Management, LLC, dedicating minimal time, and works in administration for The Tranel Group, LLC, spending about 10% of his time there.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
The Tranel Group, LLC
Money Concepts Advisory Service
Previous Registrations
Money Concepts Capital CORPBroker
State Registrations36 states
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