Chad Harris
Chad Harris is a registered investment advisor at Planmember Securities Corporation, based in Richardson, TX, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
3513 Spectrum Blvd, Suite 200, Richardson, TX, 75082
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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
Chad works full-time as a financial agent for Inspire Financial Group since 2008, providing financial and insurance services. He is also an agent for U.S. Retirement Partners since 2013, focusing on insurance and investments, dedicating about a quarter of his time. Chad also spends minimal time as a field manager and about 10-20% of his time as a league manager for GoKickball Dallas.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations9 states
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