Brett Harris
Brett Harris is a registered investment advisor at Allsquare Wealth Management, LLC, based in Altamont, NY, with 17 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 436 clients with $310M 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 $600K | 1.20% |
| $600K - $1.2M | 0.60% |
| $1.2M+ | 0.30% |
Fees are negotiable at the firm's discretion based on criteria such as household assets, expected service time, and account composition.
Fee Estimator
Location
Altamont, NY
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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 →Other Business ActivitiesSells Insurance
Brett is a Senior Financial Advisor at AllSquare Wealth Management, LLC, dedicating full-time hours to this role. He is also an independent insurance agent selling fixed insurance products and spends a few hours per week on this activity.
Employment History
Current Registrations
Allsquare Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Mercer Allied Company, L.P.Broker
Waddell & Reed, INC.Broker
State Registrations4 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.