John Harris is a registered investment advisor at Fundamental Advisors, INC., based in Houston, TX, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 25 clients with $23M 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 $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm. A minimum of $500,000 of assets under management is required for this service, but this may be negotiable.
Fee Estimator
Location
3120 SW Freeway, Suite 615-4, Houston, TX, 77098
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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 →Other Business Activities
John is the President and Registered Investment Advisor of Fundamental Advisors.
Employment History
Current Registrations
Fundamental Advisors, INC.
Previous Registrations
Mercer Advisors
State Registrations1 state
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