Tommi Harris is a registered investment advisor at Ecos Wealth Advisors, based in Clarkston, MI, with 15 years of industry experience. Tommi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 236 clients with $87M 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 $1.5M | 1.50% |
| $1.5M - $3.0M | 1.30% |
| $3.0M - $4.5M | 1.10% |
| $4.5M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Location
5900 Lorac Suite #103, Clarkston, MI, 48346
Get directionsHistory
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 ActivitiesSells Insurance
Tommi is the President of VERDE Insurance Agency LLC since 2008. This requires minimal time.
Employment History
Current Registrations
Ecos Wealth Advisors
Previous Registrations
Verde Capital Management, INC.
State Registrations6 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.