Joey Bunton is a registered investment advisor at Harbour Investments, INC., based in Libertyville, IL, with 8 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 Ave, Libertyville, IL, 60048
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Regulatory History (1)
Customer Dispute
October 2023Other Business Activities
Joey is a salaried employee of 1.818 Capital Group, LLC, a customer service/payroll company, since January 2018. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
The Tranel Group, LLC
Money Concepts Advisory Service
Previous Registrations
Harbour Investments, INC.
Money Concepts Capital CORPBroker
Nylife Securities LLCBroker
State Registrations15 states
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.