Yohance Harrison
Yohance Harrison is a registered investment advisor at Money Script Wealth Management, PLLC, based in Cedar Hill, TX, with 23 years of industry experience. Yohance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 10 more. Their firm serves 312 clients with $97M 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 | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable based on client needs and account complexity. Pension consulting services follow a separate schedule starting at 0.50% down to 0.10%.
Fee Estimator
Location
610 Uptown Blvd, Suite 2000, Cedar Hill, TX, 75104
Get directionsHistory
Regulatory History (1)
Regulatory
January 2016Other Business ActivitiesSells Insurance
Yohance is a licensed insurance agent since 2015, offering life, disability, long-term care insurance, and fixed annuities, dedicating about a quarter of his time to this. Yohance also owns A-Yo Production as a sole proprietorship, providing photography services, which takes minimal time.
Employment History
Current Registrations
Money Script Wealth Management, PLLC
Previous Registrations
Luminous 8 Wealth Management LLC
Agg Asset Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.
Exams
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