Harrison Fosnocht
Harrison Fosnocht is a registered investment advisor at Citizens Securities, INC., based in Trappe, PA, with 4 years of industry experience. Harrison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
130 W. Main Street, Suite 158, Trappe, PA, 19426
Get directionsHistory
Regulatory History (1)
Financial
March 2017Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.
Exams
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