Richard Baird is a CFA-designated registered investment advisor at Harborview Asset Management LLC, based in Gig Harbor, WA, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $120M 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 | 0.70% |
Fees are negotiable.
Fee Estimator
Location
7201 Pioneer Way, Ste B202, Gig Harbor, WA, 98335
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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 →Employment History
Current Registrations
Harborview Asset Management LLC
Previous Registrations
Drive Wealth Advisers
Holly Street Wealth Advisors
Yellowstone Partners
Wind River Advisors, L.L.C.
Contango Capital Advisors
State Registrations1 state
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.