Paul Harris is a registered investment advisor at Client 1st Advisory Group, based in Hattiesburg, MS, with 24 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 330 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Client 1st Advisory Group's fee is billed quarterly in advance, based on the market value of the account on the last business day of the preceding quarter. The advisory fee ranges up to 1.50% and is based on the aggregate value of related accounts, the complexity of the account, and the investment strategies employed. There is an additional management fee ranging from 0.50% to 1.50% for direct management of held away assets such as 401(k) plans. The firm's minimum account size for investment management is $1,000,000, but Client 1st reserves the right to waive this minimum.
Location
Hattiesburg, MS
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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.
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Paul works as a private banker at Hancock Whitney, providing financial planning and referring clients to specialists. This activity is not investment-related.
Employment History
Current Registrations
Client 1st Advisory Group
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.