Blake Harris
Blake Harris is a registered investment advisor at Windward Private Wealth Management INC., based in Kansas City, MO, with 1 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 235 clients with $270M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,001. Where Windward manages 529 plan assets, annual fees on these assets are 0.50% and are in addition to the wealth management fee and minimum quarterly fee.
Fee Estimator
Location
Kansas City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Blake is the owner and founder of BH Flips LLC, an online eBay store, since 2022. Blake spends about 10-20% of his time sourcing items, managing the store, handling shipping, and record keeping.
Employment History
Current Registrations
Windward Private Wealth Management INC.
State Registrations3 states
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.