Zachary Harris
Zachary Harris is a registered investment advisor at Bellars Harris Wealth Management, based in Virginia Beach, VA, with 4 years of industry experience. Zachary 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, High Net Worth, and 4 more. Their firm serves 299 clients with $510M 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 | 1.50% |
The annual investment management services fee ranges up to 1.50%.
Fee Estimator
Location
4429 Bonney Rd., Suite 530, Virginia Beach, VA, 23462-3881
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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
Zachary is an owner of Bellars Harris Wealth Management, LLC and ZOH Enterprises, Inc, dedicating minimal time to each. He also works as a financial advisor for Consolidated Planning Corporation, an independent RIA, spending a few hours per week.
Employment History
Current Registrations
Bellars Harris Wealth Management
Previous Registrations
Cpc Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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.