Shannon Harris is a registered investment advisor at Columbia Capital Management, LLC, based in Carlsbad, CA, with 4 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $1.9B 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 | 0.20% |
Fees are subject to negotiation and may be higher or lower depending on the type and size of portfolio managed.
Fee Estimator
Location
2292 Faraday Ave., Suite 100, Carlsbad, CA, 92008
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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
Columbia Capital Management, LLC
State Registrations1 state
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