Weld
Butler
Harbor Advisory Corporation
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About this Advisor
Weld Butler is a financial advisor based out of Portsmouth, New Hampshire with 27 years of relevant experience. Butler is an employee of Harbor Advisory Corporation. They have spent all of their career at Harbor Advisory Corporation. Butler has a Series 63 license, which qualifies them as a securities agent, and is registered to advise clients in New Hampshire and Texas. Harbor Advisory Corporation is a registered investment firm headquartered in Portsmouth, NH. It has $360 million in assets across its 412 client accounts, making it one of the larger firms in the country by assets under management. Of its 412 accounts, 56% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees usually depend on which service is provided. However, fees charged by Harbor Advisory Corporation likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbor Advisory Corporation Brokerage Details
$359,737,957
3
412
$873,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Weld Butler Work History
Weld has been registered as a financial advisor for 27 years.*
Harbor Advisory Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Weld Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harbor Advisory Corporation
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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