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Harris Anderson

13 Years of Experience
Brookhaven, GA

Harris Anderson is a registered investment advisor at Trinity Capital Management, LLP, based in Brookhaven, GA, with 13 years of industry experience. Harris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 31 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$37.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1231 Village Run, Ne, Brookhaven, GA, 30319

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Trinity Capital Management, LLP
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Trinity Capital Management, LLP
December 2015 - December 2020 · 5 yrs
Register Financial Advisors, LLC
May 2012 - October 2015 · 3 yrs 5 mos
State Registrations2 states
GATN
Advisor

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.

Exams
No exam information available for this advisor.