Harbor Island Wealth Management
Harbor Island Wealth Management (CRD# 135856) is a financial advisory firm headquartered in Newport Beach, CA. They manage $9,800,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$980,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Archie Luse (CRD# 1275313) is an Investment Advisor Representative working at Harbor Island Wealth Management in Newport Beach, CA and has over 33 years of experience in the finance industry.