Chris Harris
Chris Harris is a registered investment advisor at Gilman Harris Travioli Slover Accountancy Corporation, based in Visalia, CA, with 29 years of industry experience. Chris 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 78 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fees generally range from 1.00% to 1.75% of assets under management. Fees are negotiable based on client complexity and portfolio size.
Fee Estimator
Location
320 West Oak Avenue, Visalia, CA, 93291
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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 →Employment History
Current Registrations
Gilman Harris Travioli Slover Accountancy Corporation
State Registrations1 state
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
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