Patricia Harris
Patricia Harris is a CFP-designated registered investment advisor at Transglobal Advisory, LLC, based in Devens, MA, with 6 years of industry experience. Patricia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 193 clients with $58M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.90% |
| $50M+ | 0.90% |
Fixed income accounts generally charged 0.25%. Fees are generally negotiable. Minimum account size is $100,000.
Fee Estimator
Location
Devens, MA
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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
Patricia owns Holistic Financial Planning Consultation, works as a fixed insurance agent for Transglobal Insurance Agency, and is a financial consultant for Globalink Securities. She also works as an accountant for Chang & Deka, provides bookkeeping advisory for Intuit, and is a planner for Integrated Financial Consulting, LLC; Patricia spends about half of her time as a fixed insurance agent.
Employment History
Current Registrations
Transglobal Advisory, LLC
Globalink Securities, INC.Broker
Globalink Securities, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.