Andrew Harris
Andrew Harris is a registered investment advisor at Kintra Wealth, LLC, based in Williamsport, PA, with 24 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 552 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable. Certain fee arrangements may include a bundled fee for financial planning and investment management services.
Fee Estimator
Location
1000 Commerce Park Drive, Suite 416, Williamsport, PA, 17701
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Andrew sells fixed insurance through HK Wealth Management, dedicating minimal time. He also co-owns Mcharris Realty LLC and owns Willow Walk, LLC, both real estate holding and management companies, spending minimal time on these activities.
Employment History
Current Registrations
Kintra Wealth, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Nationwide Investment Services CorporationBroker
State Registrations2 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.