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Steven Harrison

23 Years of Experience
Atlanta, GA

Steven Harrison is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Steven is the President/Executive Director of High Elevation Lives Project, organizing and raising funds for medical missions, dedicating minimal time, some during trading hours. He is also a board member of Stand By To Fly Initiative, dedicating minimal time.

Employment History
Current Registrations
Advisory Services Network
July 2015 - Present · 11 yrs
Previous Registrations
Maine Asset Management, LLC
December 2013 - July 2015 · 1 yr 7 mos
Eagle Financial Strategies
September 2008 - October 2013 · 5 yrs 1 mo
Cambridge Investment Research Advisors, INC.
March 2007 - October 2008 · 1 yr 7 mos
Cambridge Investment Research Advisors, INC.
March 2007 - March 2007 · 0 mos
Fbr Investment Management, INC.
April 2005 - May 2005 · 1 mo
Banc of America Investment Services, INC.
March 2005 - March 2007 · 2 yrs
Bangor Securities, INC.
November 2004 - March 2005 · 4 mos
Banc of America Investment Services, INC.
October 2004 - November 2004 · 1 mo
Quick & Reilly, INC.
August 2002 - October 2004 · 2 yrs 2 mos
State Registrations2 states
FLME
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.
Steven Harrison - Financial Advisor | TrueAdvisor