Jeanie Harris is a registered investment advisor at Allred Harris Wealth Management., based in Dallas, TX, with 2 years of industry experience. Jeanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 305 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allred Harris Wealth Management's fees are individually negotiated and based on a percentage of the assets they manage. The maximum annual fees are:
- IAD accounts: 1.50%
- AMS accounts: 1.75%
- RJCS accounts: 1.75%
These fees may be part of a bundled fee program that includes brokerage, custody, and management fees. For some accounts, clients pay management fees separately from brokerage expenses.
Location
8333 Douglas Avenue, Suite 525, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Allred Harris Wealth Management.
State Registrations1 state
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