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
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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 →Antenielle operates Harbour Wealth Partners and antenielle.bell@livewellsleepwell.com as DBAs for her LPL business, dedicating full-time hours to each. She also works full-time as a registered investment advisor with Harbour Wealth Partners, providing financial advice and brokerage services.