Richard Harris
Richard Harris is a CFA-designated registered investment advisor at Aspire Growth Partners LLC, based in Medina, OH, with 12 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 958 clients with $1.2B 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 $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees for assets of $5,000,000 and above are negotiable at the discretion of the advisor.
Fee Estimator
Location
1180 Medina Road, Medina, OH, 44256
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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
Richard is an insurance agent selling non-variable insurance since 2015, dedicating a few hours per week to this activity. He also owns Richard Harris Financial Services, LLC, a support company, but spends no time on it.
Employment History
Current Registrations
Aspire Growth Partners LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 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.
Exams
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