Products And Services
Our Representatives may choose either Pershing, LLC or Wedbush Securities to meet their brokerage service needs. Each firm offers a comprehensive array of products and services at reasonable fees to rival any self-clearing brokerage firm or wirehouse.
Harbour has direct selling agreements with more than 160 mutual fund companies and approximately 50 variable annuity companies.
List of companies for mutual funds and variable annuities:
Fee-Based Advisory Services
Harbour is a Registered Investment Advisor (RIA). As an IAR, you may:
- Asset Management - The IAR manages the investments for a percentage fee.
- Financial Planning Services - The IAR charges for an hourly rate or flat fee for services.
- Third Party Managed Accounts - Investments are managed directly by a money manager for a percentage of assets as a fee.
- Turn Key Asset Management Platforms - Access to hundereds of seperate account managers, investments are managed for a percentage of assets as a fee.
- We work with representatives who have their own RIA
Insurance Services
Most of our Representatives are life, accident and health insurance licensed and offer insurance services as Independent Agents. As such, Harbour allows you the flexibility to utilize any insurance source for your clients. Harbour also has a dedicated insurance division to assist you with your fixed life insurance or fixed annuity production needs. By utilizing Harbour's insurance sources, you receive credit toward your gross dealer concession production totals which could help you attain a higher payout level.
