Autumn Wittlieff
Autumn Wittlieff is a registered investment advisor at Harborfront Financial Group, based in Ludington, MI, with 3 years of industry experience. Autumn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 542 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harborfront Financial Group provides investment management services through various LPL advisory programs. The fees for these programs are a percentage of your account value and are negotiable, but cannot exceed the following maximums:
- Manager Access Select: 3.0% (2.5% for new accounts after July 3, 2017)
- Optimum Market Portfolios: 2.5%
- Personal Wealth Portfolios: 2.5%
- SWM: 2.5%
- Model Wealth Portfolios: 2.65%
- Small Market Solution: 0.95%
- Guided Wealth Portfolios: 1.35%
These fees are paid quarterly in advance, except for Small Market Solution, which is paid in arrears. The fees include transaction costs, but not expenses related to margin, wire transfers, or mutual fund/ETF fees.
Location
401 W Ludington Ave, Ste 103, Ludington, MI, 49431
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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.
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Autumn operates under two DBAs for her LPL business: Shoreline Financial Solutions and Custer Financial Advisors. Both are investment-related and located in Ludington, MI.
Employment History
Current Registrations
Harborfront Financial Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations3 states
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