James Harris is a registered investment advisor at Parkview Investments LLC, based in Hooper, UT, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.00% |
Parkview Investments does not negotiate its management fee, but does offer discounts to select friend and family.
Fee Estimator
Location
Hooper, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Parkview Investments LLC
State Registrations1 state
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