HR
ChFC
HR
ChFC

Harrison Reed

26 Years of Experience
Boise, ID
1 DisclosureSells Insurance

Harrison Reed is a ChFC-designated registered investment advisor at Reed Capital Management, LLC, based in Boise, ID, with 26 years of industry experience. Harrison 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 118 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
118 clients
Average Client Portfolio
$461K average
Assets Under Management
$54.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Reed Capital Management charges a fee based on the value of your portfolio, not to exceed 2.0% annually. More details are available in their Appendix 1 Brochure.

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Location

History

Regulatory History (1)
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Customer Dispute
March 2004
Denied
Other Business ActivitiesSells Insurance

Harrison owns Reed Financial Services, an insurance business, since 2005. He devotes minimal time to this business.

Employment History
Current Registrations
Reed Capital Management, LLC
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
LPL Financial LLC
February 2005 - June 2014 · 9 yrs 4 mos
American Express Financial Advisors, INC.
December 1997 - September 2003 · 5 yrs 9 mos
State Registrations3 states
CAIDTX
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.