James
Blue
Private Harbour Investment Management & Counsel LLC
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About this Advisor
James Blue is a financial advisor based in Solon, Ohio, working with Private Harbour Investment Management & Counsel LLC. James has previously held a position at Private Harbour Investment Management & Counsel, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in Florida, Ohio, Texas, and Virginia. Currently, James is part of Private Harbour Investment Management & Counsel LLC, which operates out of Solon, Ohio. The firm has one employee and manages assets totaling $171.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Private Harbour Investment Management & Counsel LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Private Harbour Investment Management & Counsel LLC Brokerage Details
$171,500,154
1
378
$453,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
James Blue Work History
Private Harbour Investment Management & Counsel, LLC
Disclosures
Please visit the SEC profile of James Blue 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 Private Harbour Investment Management & Counsel LLC
Solon, OH
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