John Harris
John Harris is a CFP-designated registered investment advisor at Mighty Oak Strong America Investment Company, based in Mechanicsburg, PA, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 176 clients with $400M 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 $4.0M | 1.00% |
| $4.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for accounts of $25,000,000 or more. Current and former employees, their family members, and houses of worship are typically not charged.
Fee Estimator
Location
940 Century Drive, Suite B, Mechanicsburg, PA, 17055-4376
Get directionsHistory
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
John performs tax preparation services for DeMuth & Kaufman Professional Management Consultants, an affiliated CPA firm.
Employment History
Current Registrations
Mighty Oak Strong America Investment Company
Previous Registrations
The Ayco Company,l.p.
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.
Exams
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