Joey Bunton
Joey Bunton is a registered investment advisor at Harbour Investments, INC., based in Libertyville, IL, with 9 years of industry experience. Joey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30,309 clients with $9.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum management fee is 2.0% of assets under management. Fees are negotiated between the client and representative. Third-party manager programs range from 0.25% to 2.50% total annual fees.
Fee Estimator
Location
1509 N Milwaukee Ave, Libertyville, IL, 60048
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2023Other Business Activities
Joey is a salaried employee of 1.818 Capital Group, LLC, a customer service/payroll company, since January 2018. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Harbour Investments, INC.
The Tranel Group, LLC
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Nylife Securities LLCBroker
State Registrations18 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.
Exams
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