Joseph Harris is a registered investment advisor at Rauch Advisory LLC, based in Fayetteville, NC. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 153 clients with $45M 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 | 2.00% |
Fees are negotiable. A portion of the wrap fee, typically not exceeding 0.40%, is paid to Bison Wealth for sub-advisory services.
Fee Estimator
Location
4200 Morganton Rd, Suite 200-22, Fayetteville, NC, 28314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rauch Advisory LLC
State Registrations1 state
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