American Harbour Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$84,471,573
Clients
178
Advisors
3
of 3 employees
About
The firm serves individual investors — including both high-net-worth and non-high-net-worth clients — as well as charitable organizations and businesses, providing discretionary portfolio management, financial planning, financial consulting, and pension consulting for employee benefit plans. Its services are delivered on a fee basis (predominantly asset-based fees) and the firm does not participate in wrap-fee programs.
Investment advice is delivered through firm-developed model portfolios and standard analytical approaches such as fundamental analysis and modern portfolio theory, with strategies that can include long- and short-term purchases and option writing when appropriate. The firm primarily recommends mutual funds and ETFs, manages accounts on a discretionary basis (subject to client restrictions), and directs cash balances to the custodial money-market sweep offered by the chosen custodian.
Noteworthy differences from many peers include that its advisors also act as registered representatives of a broker-dealer and hold insurance licenses, which the brochure discloses can create commission and 12b‑1 conflicts when recommending products or share classes. The firm routinely directs brokerage to a limited set of custodians (which can affect execution and available share classes), discloses a 2022 state regulatory sanction that resulted in a cease-and-desist and a $17,500 fine against a partner, and reports a principal’s unrelated commercial business selling and programming gas-detection systems.
Client services
Expertise
Fee options
Fixed fee for financial planning services ranging from $1,000 up to $10,000, payable quarterly in arrears.
$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Commissions earned on securities and insurance products sales by registered representatives and insurance agents associated with the firm, separate from advisory fees.
$350 per hour for financial consulting services, negotiable depending on scope and complexity.
Main office
7009 Dr Phillips Blvd, Suite 260
Orlando FL 32819
Advisors at this office
3
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gregory B
Series 63, Series 65
Orlando, FL
American Harbour Wealth Management, LLC
Gregory Beardslee is a financial advisor with American Harbour Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at APW Capital, Inc., Delta Capital Management, LLC, and Proequities, Inc. In addition to his advisory work, he has operated an independent insurance agency specializing in life, disability, and annuity sales since 2001. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm uses model portfolios and analytical methods like fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while managing accounts on a discretionary basis.
Eric H
CFP®, Series 63, Series 65
Orlando, FL
American Harbour Wealth Management, LLC
Eric Hoebbel is a CFP® with 30 years of industry experience based in Orlando, FL. He is currently with American Harbour Wealth Management, LLC and has previously worked at APW Capital Inc, Delta Capital Management, Delta Securities Company, and ProEquities, Inc. Outside of advisory work, he owns a business specializing in the sales and programming of gas detection systems. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses model portfolios and fundamental analysis to guide investment strategies, primarily recommending mutual funds and ETFs.
Matthew H
Series 63, Series 65
Orlando, FL
American Harbour Wealth Management, LLC
Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.
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