Harry Ward is a CFA-designated registered investment advisor at Cimarron Wealth Management, LLC, based in Fort Worth, TX, with 20 years of industry experience. Harry 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 2 more. Their firm serves 5 clients with $11M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Advisory fees and account minimums may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cimarron Wealth Management, LLC
Previous Registrations
Howard Financial Services, LTD.
Millennium Wave Investments
State Registrations1 state
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