LH
LH

Larry Harness

18 Years of Experience
Sarasota, FL
1 Disclosure

Larry Harness is a registered investment advisor at Advisory Services Network, based in Sarasota, FL, with 18 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

677 N Washington Blvd., Sarasota, FL, 34236

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2014
Other Business Activities

Larry is a partner at Campbell Harness Capital Wealth Management since 2014, dedicating nearly full-time hours to this role as an IAR. He also serves as President, Secretary, and Treasurer of The Harness Group, Inc., primarily to process payroll and pay business expenses, requiring minimal time.

Employment History
Current Registrations
Advisory Services Network
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Csenge Advisory Group, LLC
March 2014 - July 2016 · 2 yrs 4 mos
Morgan Stanley
January 2011 - March 2014 · 3 yrs 2 mos
Edward Jones
June 2008 - January 2011 · 2 yrs 7 mos
State Registrations2 states
FLTX
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.
More Advisors