Jeffrey Carless
Jeffrey Carless is a registered investment advisor at Harbour Investments, INC., based in St Clair Shores, MI, 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
St Clair Shores, MI
Get directionsHistory
Regulatory History (2)
Financial
May 2019Financial
July 2017Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent (possibly including equity indexed annuities) doing business as Burnham & Flower. He is also a partner at MiCar, a consulting firm, and a silent partner in Rhythm n Jump Dance Academy, spending minimal time on the dance studio.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Thrivent Investment Management INC.Broker
State Registrations2 states
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.