Belinda Best is a registered investment advisor at Harbour Investments, INC., based in Battle Creek, MI, with 22 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
77 E Michigan Ave #199, Battle Creek, MI, 49017
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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
Belinda is a sole proprietor and tax preparer for Best Tax & Accounting, providing individual tax preparation services, dedicating full-time hours to this endeavor on weekends and weeknights from February through mid-April each year. She is also an independent insurance agent DBA Becky Best Investment Professional.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations7 states
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