Harris Willner is a registered investment advisor at Ttp Investments, INC., based in San Jose, CA, with 27 years of industry experience. Harris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 377 clients with $490M 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 | 0.90% |
0.90% for Growth Portfolio Assets, 0.90% for Balanced Portfolio Assets, 0.50% for Conservative Portfolio Assets
Fee Estimator
Location
1978 the Alameda, San Jose, CA, 95126
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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
Harris is the President and CEO of The Tax Practice, Inc., providing tax preparation services since 1992. This activity takes about a quarter of his time and is not investment related.
Employment History
Current Registrations
Ttp Investments, INC.
Previous Registrations
Ttp Investments
State Registrations3 states
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.