Sarah Harris
Sarah Harris is a registered investment advisor at Ajax Capital Advisors, INC., based in Fayetteville, AR, with 6 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 63 clients with $28M 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 | 1.00% |
Minimum annual fees may apply. Ajax may negotiate special fee arrangements.
Fee Estimator
Location
Fayetteville, AR
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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
Sarah is the CEO of Agate CPA and the Manager of SE Harris Holdings, LLC, spending nearly full-time and minimal time, respectively. She also engages in insurance sales, dedicating a few hours per week to selling various insurance products.
Employment History
Current Registrations
Ajax Capital Advisors, INC.
Previous Registrations
Avantax Advisory Services
Cornerstone Wealth Management, LLC
Avantax Advisory Services
Level Four Advisory Services
State Registrations1 state
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.