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Tamala Harris

Vanguard Advisers, INC.
13 Years of Experience
Charlotte, NC
2 DisclosuresBroker
View SEC Summary
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Tamala Harris is a registered investment advisor at Vanguard Advisers, INC., based in Charlotte, NC, with 13 years of industry experience. Tamala is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 791,528 clients with $340B in assets under management.

Vanguard Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2433 advisors
IM Fee
Planning only
Assets Under Management
$344.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
  • Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
  • Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
One-Time Plan:$250 - $1,000
View Full SEC Brochure

Location

1030 Admiral Nelson Ct, Charlotte, NC, 28262

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History

Regulatory History (2)
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Judgment / Lien
March 2013
Judgment / Lien
July 2010
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Tamala is an employee of The Vanguard Group and owner of Mastering Your Inner Self LLC, where she works as a life coach, dedicating a few hours per week. She also serves as Power of Attorney for two immediate family members, spending about 10-20% of her time on one and minimal time on the other.

Employment History
Current Registrations
Vanguard Advisers, INC.
December 2022 - Present · 3 yrs 10 mos
Vanguard Marketing CorporationBroker
September 2013 - Present · 13 yrs 1 mo
Vanguard Marketing Corporation
September 2013 - Present · 13 yrs 1 mo
State Registrations5 states
GALANCSCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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