John D'amelio
John D'amelio is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Madison, WI, with 10 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
575 D'Onofrio Drive, Suite 300, Madison, WI, 53719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Harbour Investments, INC.
Previous Registrations
Greystone Financial & Estate Services, INC.
The Mather Group, LLC
Soundmark Wealth Management, LLC
State Registrations1 state
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