FK
FK

Fremont Knittle

16 Years of Experience
Lutherville, MD
Broker

Fremont Knittle is a registered investment advisor at Harbor Investment Advisory, LLC, based in Lutherville, MD, with 16 years of industry experience. Fremont operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3,326 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
3,326 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$100K

Harbor Investment Advisory offers several investment management programs. The fees range from 0.25% to 2.00% of the value of your portfolio annually, depending on the program you choose. These fees are charged monthly. In addition to Harbor's fees, you may incur other fees, such as fees charged by third-party money managers or brokerage commissions.

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Location

2330 W. Joppa Road, Suite 160, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Harbor Investment Advisory, LLC
March 2015 - Present · 11 yrs 1 mo
Harbor Investment Advisory, LLCBroker
March 2015 - Present · 11 yrs 1 mo
Previous Registrations
Morgan Stanley
April 2011 - March 2015 · 3 yrs 11 mos
Morgan StanleyBroker
March 2011 - March 2015 · 4 yrs
Legg Mason Wood Walker, IncorporatedBroker
September 1999 - August 2001 · 1 yr 11 mos
State Registrations22 states
CACODCDEFLGAKYMAMDMIMOMTNCNMNYOHORPASCTXVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.