Kristofer Harrison
Kristofer Harrison is a CFP-designated registered investment advisor at Northeastern Financial Consultants, INC., based in Mount Pleasant, SC, with 18 years of industry experience. Kristofer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 92 clients with $66M 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 $1000K | 1.25% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees negotiable for accounts over $3,000,000. Multiple accounts from the same investor will be summed to compute the blended fee rate.
Fee Estimator
Location
Mount Pleasant, SC
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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 →Employment History
Current Registrations
Northeastern Financial Consultants, INC.
Previous Registrations
Executive Financial Services INC
State Registrations4 states
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