Chris Harrell is a CFA-designated registered investment advisor at Oak Harbor Wealth Partners, LLC, based in Raleigh, NC, with 42 years of industry experience. Chris 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 1 more. Their firm serves 1,480 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Oak Harbor Wealth Partners' fees for managing your investments are individually negotiated and based on a percentage of the value of your portfolio. The maximum fee is 1.50% per year. In some cases, a minimum flat fee may be imposed, but it will not exceed the 1.50% maximum. Fees are paid quarterly in advance, and are based on the value of your investments at the end of the previous quarter. If you end the agreement early, you'll receive a refund for the unearned portion of the fee.
Location
3101 Glenwood Avenue, Suite 102, Raleigh, NC, 27612
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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 →Employment History
Current Registrations
Oak Harbor Wealth Partners, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
J. Lee Peeler & Company, INC.Broker
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.