Benjamin Motiff
Benjamin Motiff is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Madison, WI, with 15 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
402 Gammon Place, Suite 200, Madison, WI, 53719
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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
Benjamin is an independent insurance agent at Motiff & Fayram, LTD, which may include fixed indexed annuities, and also prepares taxes. He also has several real estate ventures, including owning residential rental properties and partnerships in rental property management, taking about a quarter of his time for accounting/bookkeeping.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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