Harrison Self is a registered investment advisor at Legacy Capital Partners LLC, based in Birmingham, AL. Harrison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2 clients with $920K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Equities and options are charged at 1.5% per year, fixed income at 1.0% per year, and blended portfolios are a weighted average not to exceed 2.0%. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Birmingham, AL
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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 →Employment History
Current Registrations
Legacy Capital Partners LLC
State Registrations1 state
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.
Exams
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