Arne Jacobsen is a registered investment advisor at Harbour Investments, INC., based in Rockford, IL, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
3923 E State Street, Rockford, IL, 61108
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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 →Other Business ActivitiesSells Insurance
Arne owns Jacobsen Insurance Services as an independent insurance agent since 1974, dedicating a few hours per week. He is also the president and a board member of Miracle Mile Rockford, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Geneva Securities,inc.Broker
A.S.A. Investment CompanyBroker
The Great-West Life Assurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations7 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.