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Gary Harris

5 Years of Experience
Atlanta, GA

Gary Harris is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 5 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gary is a partner/member in several investment-related and non-investment related entities, including Emma Opportunity II, Emma Opportunity, LLLP, Big Emma QOF, LLC, Park Street Opportunity LLC, GT Finance, LLC, and H3O Investments, LLC. He spends minimal time on most of these activities, except for H3O Investments, LLC, where he is Vice President/Treasurer and spends a few hours per week.

Employment History
Current Registrations
Advisory Services Network
April 2025 - Present · 1 yr 5 mos
Previous Registrations
Cornerstone Advisors LLC
April 2023 - April 2025 · 2 yrs
Cornerstone Registered Investment Advisors
January 2021 - August 2023 · 2 yrs 7 mos
State Registrations1 state
AR
Advisor

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.

Exams
No exam information available for this advisor.