Emily Neumark is a registered investment advisor at Harris | Oakmark, based in Chicago, IL, with 2 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,347 clients with $94B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harris Associates manages investments for private wealth clients and institutional clients. The fees are based on a percentage of the value of the assets managed. The specific percentage varies depending on the investment strategy and the amount invested. Fees are generally paid quarterly. Minimum account sizes apply for each investment strategy. Advisory fees may vary based on factors such as the account's inception date, size, responsibilities, services provided, and relationship to Harris.
Location
111 S. Wacker Drive, Suite 4600, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harris | Oakmark
State Registrations15 states
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