Fees for Personal Advisory Services are hourly, with a minimum of $300. Fees for Business Advisory Services are hourly, with a minimum of $400. Personal CFO Services are a flat annual fee or hourly, billed quarterly.
9820 Westpoint Drive Ste. 400, Indianapolis, IN, 46256
Get directionsNo 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 →Eric operates under the DBAs Live Well Sleep Well and Harbour Wealth Partners, Inc. He provides financial planning and consulting services through Harbour Wealth Partners, Inc, spending minimal time on these activities.