Gregory Harris is a registered investment advisor at Klaren Capital, based in Waynesboro, VA, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 38 clients with $13M 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 | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.50% |
This schedule is used as a guideline only; all fees are subject to negotiation. Klaren Capital may receive between 0%-30% of the Net New Profits for accounts under the Hedged Global Macro Strategy trading program.
Fee Estimator
Location
Waynesboro, VA
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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
Klaren Capital
Previous Registrations
Wells Fargo Advisors, LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
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.