Clayton Tyree
Clayton Tyree is a registered investment advisor at Harbour Investments, INC., based in Elm Grove, WI, with 8 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
500 Elm Grove Road, Suite 200, Elm Grove, WI, 53122
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Regulatory History (1)
Criminal
January 1997Other Business ActivitiesSells Insurance
Clayton operates under the DBA The Leist Group, LLC. He is also an independent insurance agent, potentially selling equity indexed annuities.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, 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.