Michael Harris
Michael Harris is a CFA, CFP-designated registered investment advisor at Trivant Custom Portfolio Group LLC, based in San Diego, CA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 196 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriVant Custom Portfolio Group (TCPG) charges an annual management fee based on a percentage of the value of your portfolio, ranging from 0.5% to 0.875%. This fee is calculated and charged quarterly. If you open or close an account mid-quarter, the fee will be adjusted accordingly.
Location
600 W Broadway, Suite 225, San Diego, CA, 92101
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Regulatory History (1)
Customer Dispute
January 2024Other Business Activities
Michael owns multiple LLCs and a partnership related to real estate and assisted living businesses. He dedicates minimal time to these interests, primarily involving visual inspections, advising on improvements, and consulting on taxes or operations.
Employment History
Current Registrations
Trivant Custom Portfolio Group LLC
Previous Registrations
Private Asset Management 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.