GH
GH

Gary Harris

20 Years of Experience
Chicago, IL
1 DisclosureSells Insurance

Gary Harris is a registered investment advisor at Gh Private Wealth Management, INC., based in Chicago, IL, with 20 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $1000K1.50%
$1.0M - $2.5M1.25%
$2.5M - $5.0M1.00%
$5M+0.75%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chicago, IL

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History

Regulatory History (1)
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Judgment / Lien
September 2012
Other Business ActivitiesSells Insurance

Gary owns an insurance brokerage, Optimum Benefits Solution, and Gary Harris Private Client Group, selling insurance products for multiple carriers. He is also an investor in Funeral Home Holding, LLC and owns rental property, dedicating minimal time to each.

Employment History
Current Registrations
Gh Private Wealth Management, INC.
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Fountainhead Capital Management, LLC
May 2015 - February 2016 · 9 mos
Gary Harris Ciel Bleu Private Wealth Management INC.
December 2014 - December 2015 · 1 yr
Hornor, Townsend & Kent, INC.
March 2013 - June 2014 · 1 yr 3 mos
NFP Securities, INC.
January 2011 - October 2012 · 1 yr 9 mos
NFP Securities, INC.
March 2009 - December 2010 · 1 yr 9 mos
Ing Financial Partners, INC
May 2007 - March 2009 · 1 yr 10 mos
MML Investors Services, INC.
June 2005 - December 2006 · 1 yr 6 mos
G.H. Asset Management, LLC
May 2002 - July 2003 · 1 yr 2 mos
State Registrations1 state
IL
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.