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Stephen Harro
45 Years of Experience
Idledale, CO
1 Disclosure
Stephen Harro is a registered investment advisor at Income Management Company, based in Idledale, CO, with 45 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$532K average
Assets Under Management
$10.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Idledale, CO
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2021Final
Other Business Activities
Stephen is the President of Income Management Company (RIA) since 1986. This role requires a full-time commitment.
Employment History
Current Registrations
Income Management Company
January 1999 - Present · 27 yrs 9 mos
Previous Registrations
Cales Investments, INC.Broker
April 2012 - July 2012 · 3 mos
Omnivest, INC.Broker
June 1990 - March 2012 · 21 yrs 9 mos
Women Securities InternationalBroker
August 1984 - July 1990 · 5 yrs 11 mos
Multi-Financial Securities CorporationBroker
December 1982 - September 1984 · 1 yr 9 mos
Equitec Securities CompanyBroker
June 1981 - December 1982 · 1 yr 6 mos
State Registrations1 state
CO
Advisor
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
No exam information available for this advisor.