Everett Harris & Co. is an employee-owned registered investment advisor founded in 1937, operating out of Los Angeles, California. The firm provides discretionary and non-discretionary investment management services to individuals, high net worth clients, corporations, pension plans, and charitable institutions. Everett Harris & Co. builds customized portfolios tailored to each client's specific financial goals, time horizons, and risk tolerance, primarily utilizing fundamental analysis, buy-and-hold strategies, and high-quality equities and fixed income securities. As a legally required fiduciary, Everett Harris & Co. acts in its clients' best interests and maintains regular communication through portfolio managers and an investment committee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable and will not exceed 0.75% annually. Flat fees may occasionally be charged not to exceed the equivalent of 0.75%.