Bradley Harris
Bradley Harris is a registered investment advisor at Perennial Financial Services, based in Los Angeles, CA, with 20 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,229 clients with $2.5B 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 | 2.00% |
Maximum annual fee will not exceed 2.00%. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
11620 Wilshire Blvd. Ste 400, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2026Other Business ActivitiesSells Insurance
Bradley operates several businesses, including Perennial Financial Services LLC, Ploutos Wealth Advisors Inc., and Perennial Investment Advisors LLC, focusing on investment advisory services. Bradley also conducts non-variable insurance business under the DBA Perennial Financial & Insurance Services and recently started Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions as an insurance agent.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 states
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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