Andrew Salemme
Andrew Salemme is a registered investment advisor at Harbour Investments, INC., based in Brookfield, WI, with 2 years of industry experience. 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
19265 W Capitol Drive, Suite 205, Brookfield, WI, 53045
Get directionsHistory
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
Andrew is a licensed real estate agent, though he doesn't practice regularly, and an assistant high school wrestling coach. He is also an independent insurance agent, which may include equity indexed annuities.
Employment History
Current Registrations
Harbour Investments, INC.
State Registrations2 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
More Advisors
- John Augustin, ChFCHarbour Investments, INC.
- Joshua Zahn, CFA, CFPResonant Capital Advisors, LLC
- Scott Hanson, ChFC
- Robert Henry, CFPStrategic Advisers LLC
- Arabella Parins, CFPAnnex Wealth Management, LLC
- Anthony Priester, CFPCreative Planning