Steven Harrison is a registered investment advisor at D.L. Fields Advisory Group, LLC, based in Duluth, GA, with 3 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 207 clients with $22M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Accounts within the same household can be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Location
Duluth, GA
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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
D.L. Fields Advisory Group, LLC
State Registrations1 state
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