Edward Worthington
Edward Worthington is a registered investment advisor at Harbor Investment Advisory, LLC, based in Lutherville, MD, with 6 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3,326 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbor Investment Advisory offers several investment management programs. The fees range from 0.25% to 2.00% of the value of your portfolio annually, depending on the program you choose. These fees are charged monthly. In addition to Harbor's fees, you may incur other fees, such as fees charged by third-party money managers or brokerage commissions.
Location
2330 W. Joppa Road, Suite 160, Lutherville, MD, 21093
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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.
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Edward is involved with several organizations, including St. Thomas' Episcopal Church, Maryland Million, Valleys Planning Council, Grand National Memorial Steeplechase, Maryland Horse Industry Foundation, Maryland Steeplechase Assoc, and Legacy Chase at Shawan Downs. His roles vary from officer/treasurer to director, involving meetings and strategic planning, taking up varying amounts of time from minimal to about a quarter of his time.
Employment History
Current Registrations
Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLCBroker
State Registrations12 states
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