Theodore Harris is a registered investment advisor at Sachem Hill LLC, based in Boulder, CO, with 22 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 184 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fee Estimator
Location
820 Pearl Street, Suite F, Boulder, CO, 80302
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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
Theodore is a Member/Manager at Schoolcraft Capital LLC, an investment adviser, since 2016. He dedicates about a quarter of his time to the firm, including time spent during securities trading hours, and is involved in management, investment recommendations, and advising clients.
Employment History
Current Registrations
Sachem Hill LLC
Previous Registrations
Sachem Hill, LLC
The Milestone Group, INC.
State Registrations2 states
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