Christopher Harris is a CFP-designated registered investment advisor at Harris Wealth Management, INC., based in Sandy, UT, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 43 clients with $8.2M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.90% |
| $4.0M - $5.5M | 0.80% |
| $5.5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
Sandy, UT
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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 →Employment History
Current Registrations
Harris Wealth Management, INC.
Previous Registrations
Cannon Capital Management, INC.
State Registrations1 state
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