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Gary Harris

18 Years of Experience
Bainbridge Island, WA

Gary Harris is a registered investment advisor at Bedfield Asset Management, LLC, based in Bainbridge Island, WA, with 18 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$809K average
Assets Under Management
$15.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $2.1M0.80%
$2.1M - $3.6M0.68%
$3.6M - $5.0M0.56%
$5M+0.48%

Fees may be negotiable at Bedfield Asset Management's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bainbridge Island, WA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bedfield Asset Management, LLC
November 2007 - Present · 18 yrs 6 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.