Harry Holmes
Harry Holmes is a registered investment advisor at Primerica Advisors, based in Riverside, CA, with 25 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 $250K | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
5041 La Mart Drive, Suite 110, Riverside, CA, 92506
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2010Other Business Activities
Harry sells investment-related products for companies affiliated with PFS Investments Inc. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and owns Harry H. Holmes & Associates Co., Inc., Holmes Ice Company LLC, is a self-employed real estate broker, and owns rental properties.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Primerica Advisors
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations4 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.