Joel Harris is a registered investment advisor at Newedge Advisors, based in Roswell, GA, with 37 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
555 Sun Valley Dr., Suite A4, Roswell, GA, 30076
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Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Joel conducts advisory services through NewEdge Advisors, LLC, doing business as Fort Harris Consulting, dedicating full-time hours to this. Joel is also the President/CEO of Fort Harris Consulting and owner of Sun Valley Office, LLC, spending about a quarter of his time and minimal time, respectively, on these activities.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Harris Consulting
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.