Eric Heus is a registered investment advisor at Harbor Wealth Management, LLC, based in Green Bay, WI, with 31 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 370 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
727 Cormier Road, Suite 101, Green Bay, WI, 54303
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
Eric is a member-manager at Harbor Wealth Management RIA, dedicating most of his time to this role. He is also a partner-investor in SA Investors, a real estate investment firm, and a registered representative with APW Capital, Inc., advising clients, and sells fixed insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Harbor Wealth Management, LLC
Apw Capital, INC.Broker
Previous Registrations
Harbor Wealth Management, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Raymond James Financial Services, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Aal Capital Management CorporationBroker
Harbour Investments, INC.Broker
State Registrations1 state
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.