Walter Harris is a CFP-designated registered investment advisor at Pathstone, based in Naples, FL, with 16 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 2,244 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathstone determines investment management fees based on the specific services selected, account size, complexity, and scope of the relationship. Fees are typically structured as an asset-based fee with fixed or tiered percentage points and breakpoints, though fixed fees, performance-based fees, or comprehensive fees may also apply. Because Pathstone acquired multiple legacy organizations, fee schedules vary by office location and client history. All fee arrangements are fully negotiable and agreed upon in a written contract prior to onboarding.
Location
999 Vanderbilt Road, Suite 200, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter is the Director and President of Frank Harris Holdings LLC, a family holding company focused on land/land development, since 2016. He dedicates a few hours per week to overseeing operations, reviewing financials, signing documents, and reporting to the board.
Employment History
Current Registrations
Pathstone
Previous Registrations
Mill Creek Capital Advisors, LLC
Hirtle Callaghan & CO INC
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.
Exams
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