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Christopher Harris

3 Years of Experience

Christopher Harris is a registered investment advisor at Strategic Advisory Partners, based in Greensboro, NC, with 3 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 285 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
285 clients
Average Client Portfolio
$436K average
Assets Under Management
$124.3M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M0.95%
$3.0M - $5.0M0.75%
$5M+0.55%

Fees are negotiable. For combined household assets below $250,000, there will be a $4 per account charge each month.

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

3819 Lawndale Drive, Greensboro, NC, 27455

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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

Christopher works as an assistant and associate professor at Elon University since 2013. This takes about half of his time, including a significant portion during securities trading hours.

Employment History
Current Registrations
Strategic Advisory Partners
May 2022 - Present · 3 yrs 11 mos
State Registrations1 state
NC
Advisor

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Exams
No exam information available for this advisor.