Harry Shertzer is a registered investment advisor at Westhampton Capital, based in Winston-Salem, NC, with 20 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 143 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
2150 Country Club Rd, Suite 250, Winston-Salem, NC, 27104
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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
Westhampton Capital
Previous Registrations
Raymond James Financial Services Advisors, INC
Ironstone Securities, INC.
VALIC Financial Advisors, INC.
Cuso Financial Services, L.P.
State Registrations1 state
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.