Lisa Donnelley is a PFS-designated registered investment advisor at Harris Wealth Management, LLC, based in Twin Falls, ID, with 2 years of industry experience. Lisa 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, Investment Management, and 2 more. Their firm serves 62 clients with $22M 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 | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees may be negotiable in certain circumstances. In 2017 and prior years HWM followed a separate fee schedule, which remains in effect with clients who signed agreements with HWM during such period and who have not agreed to an amended advisory fee schedule.
Fee Estimator
Location
161 5th Avenue S, Suite 200, Twin Falls, ID, 83301
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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.
Learn about disclosures →Other Business Activities
Lisa works for Harris CPAs, providing accounting and personal finance services. This requires a full-time commitment during trading hours.
Employment History
Current Registrations
Harris Wealth Management, LLC
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.