Donald Harris is a registered investment advisor at Beaird Harris, based in Dallas, TX, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 769 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $10,000, effectively a $2,500 minimum quarterly fee.
Fee Estimator
Location
12221 Merit Drive, Suite 750, Dallas, TX, 75251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donald is a manager or trustee for several entities including KLB Management, Calabria Trust, and others, and a Vice President at North Dallas Fiduciaries. These activities involve minimal time and include managing officer and trustee services, as well as bill paying services.
Employment History
Current Registrations
Beaird Harris
State Registrations1 state
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