Geri Harris is a CFA-designated registered investment advisor at Tributary Capital Management, LLC, based in Fort Collins, CO. Geri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 271 clients with $1.9B 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 $10.0M | 0.80% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.65% |
Rates shown are for Small, Small/Mid, All Cap, and Individually Managed strategies. Large Cap, Multi Cap, and Equity Income strategies have a separate tiered schedule starting at 0.65% for the first $10 million. Advisory fees may be negotiable based on specific account characteristics.
Fee Estimator
Location
205 West Oak Street, 4th Floor, Fort Collins, CO, 80521
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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
Tributary Capital Management, 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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