Benjamin Pahl is a registered investment advisor at Harbour Investments, INC., based in Libertyville, IL, with 20 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
1509 N. Milwaukee Avenue, Libertyville, IL, 60048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a salaried employee at 818 Capital Group, LLC, a customer service/payroll company, spending minimal time there. He also serves as President & CCO of Liberty One Investment Management, LLC, dedicating about half of his time to setting direction, executing the business plan, and providing leadership.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Liberty One Investment Management
Money Concepts Advisory Service
Previous Registrations
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
State Registrations18 states
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