Brett Harris
Brett Harris is a registered investment advisor at Allsquare Wealth Management, LLC, based in Albany, NY, with 17 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 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% |
AllSquare Wealth may negotiate an alternative management fee schedule based upon certain criteria.
Fee Estimator
Location
200 Great Oaks Blvd, Suite 219, Albany, NY, 12203
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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.