KH
CFA
KH
CFA

Kenneth Harrison

9 Years of Experience
Toronto, On

Kenneth Harrison is a CFA-designated registered investment advisor at K.J. Harrison & Partners (USA) INC., based in Toronto, On, with 9 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
5 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$20.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee may be negotiable depending on the nature of services, types of investments, portfolio makeup, and/or the complexity of the client's situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

60 Bedford Road, Toronto, On, M5R 2K2

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kenneth is associated with K.J. Harrison & Partners Inc., a registered dealer member of IIROC, since 2002. He dedicates nearly full-time hours to this investment-related activity.

Employment History
Current Registrations
K.J. Harrison & Partners (USA) INC.
April 2016 - Present · 10 yrs 1 mo
State Registrations1 state
TX
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.
Kenneth Harrison - Financial Advisor | TrueAdvisor