Harrison Bailey is a CFP-designated registered investment advisor at Townsend Financial Planning, based in Mt. Sterling, KY, with 6 years of industry experience. Harrison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 154 clients with $130M 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 $750K | 1.00% |
| $750K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable. The firm may allow "householding" to calculate the account asset value. The maximum annual fee that will be charged is 2.00%.
Fee Estimator
Location
36 East Main Street, Mt. Sterling, KY, 40353
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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 Activities
Harrison is the Owner & Technician for Lot Legends LLC, which performs parking lot striping services. He spends about a quarter of his time on this activity, with a few hours per week during trading hours.
Employment History
Current Registrations
Townsend Financial Planning
State Registrations2 states
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