Rachel Hook
Rachel Hook is a registered investment advisor at Harbour Investments, INC., based in McHenry, IL, with 5 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
5435 Bull Valley Rd., Suite 224, McHenry, IL, 60050
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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
Rachel works as an investment advisor representative and registered representative under the DBA name Beacon Wealth Advisors, LLC, dedicating about half of her time to this role. Rachel is also an independent insurance agent, which may include equity indexed annuities.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
Gradient Securities, LLCBroker
Beacon Wealth Advisors, LLC
State Registrations1 state
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