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Keith Harris

Bcd Advisors
13 Years of Experience
St. Louis, MO
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Keith Harris is a registered investment advisor at Bcd Advisors, based in St. Louis, MO, with 13 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 448 clients with $52M in assets under management.

Bcd Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
448 clients
Average Client Portfolio
$116K average
Assets Under Management
$51.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $2.0M0.80%
$2M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2 City Place, Suite 200, St. Louis, MO, 63141

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2020
Final
Criminal
February 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Keith is a partner in Jagged Edge Sports LLC, providing core training for athletes, dedicating about 10-20% of his time. He is also a producer for Financial Resources of America and owner of Harris Financial Solution, selling all forms of life insurance and annuities, and president of DRIP LLC, which buys and sells residential real estate, dedicating about 10-20% of his time.

Employment History
Current Registrations
Bcd Advisors
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Investments for You, INC.Broker
October 2013 - March 2016 · 2 yrs 5 mos
Alton Securities Group INC.Broker
May 2013 - October 2013 · 5 mos
Nylife Securities LLCBroker
September 2012 - May 2013 · 8 mos
State Registrations6 states
CAILMONVOHTX
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.
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