Melissa Harrison is a registered investment advisor at Harrison Capital Management, based in Keswick, VA, with 29 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Investment Management, Retirement Planning. Their firm serves 5 clients with $4.9M 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 $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees may be negotiable in special circumstances. Fees and fee-paying arrangements with existing clients may differ from the schedule above.
Fee Estimator
Location
Keswick, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Harrison Capital Management
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
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