Adam Hogue
Adam Hogue is a CFP-designated registered investment advisor at Flagship Harbor Advisors, LLC, based in North Andover, MA, with 12 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
867 Turnpike Street, Suite 216, North Andover, MA, 01845
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam operates under several DBAs for his LPL business, provides investment advisory services through Flagship Harbor Advisors LLC, and is involved with Michaud Insurance Agency selling property and casualty insurance. He also serves in the US Army Reserve and spends about 10-20% of his time on Flagship Harbor Advisors LLC.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.Broker
State Registrations25 states
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