Chris Harris is a registered investment advisor at Gilman Harris Travioli Slover Accountancy Corporation, based in Visalia, CA, with 28 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 78 clients with $38M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
78 clients
Average Client Portfolio
$483K average
Assets Under Management
$37.6M

Fee Structure

Investment management only (planning not offered)

Gilman Harris Travioli Slover Accountancy Corporation's annual fees for investment management range from 1.00% to 1.75% of the value of your portfolio. These fees are billed quarterly, in advance, based on the value of your account at the end of the previous quarter.

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Location

320 West Oak Avenue, Visalia, CA, 93291

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.