Paula Harris is a registered investment advisor at Wh Cornerstone Investments INC., based in Duxbury, MA, with 17 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 148 clients with $200M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for amounts above $20,000,000. If total household assets are <$500,000, the annual fee will be 1.65% subject to a minimum annual fee of $3,000.
Fee Estimator
Location
11 Washington Street, Duxbury, MA, 02332
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
Paula owns Rise Up Success Training, a training and development company, since March 2020. She spends a few hours per week providing seminars, workshops, and retreats.
Employment History
Current Registrations
Wh Cornerstone Investments INC.
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.