Drew Harris is a registered investment advisor at Shade Tree Partners LLC, based in Dallas, TX, with 19 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shade Tree Partners charges a percentage of your portfolio's value each year. The fee depends on the type of account (equity or fixed) and the amount you invest.
For equity accounts:
- $1 to $99,999: 1.90%
- $100,000 to $499,999: 1.75%
- $500,000 to $999,999: 1.50%
- Above $1,000,000: 1.00%
For fixed accounts:
- $0 - $1,000,000: 1.00%
- Above $1,000,000: 0.75%
These fees are negotiable. There is a $100 minimum annual fee. A performance fee of 7% of profits above the previous high water mark may be charged on certain accounts.
Location
3243 Southwestern, Dallas, TX, 75225-7652
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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
Drew is a partner at Shade Tree Partners, an RIA, managing fee-based assets. This takes about half of Drew's time.
Employment History
Current Registrations
Shade Tree Partners LLC
Previous Registrations
Braymen Lambert and Noel Investment Management
Sunbelt Securities
Evolve Investment Advisors
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations1 state
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