Everett Harris & Co. offers investment management services to individuals and institutions. As a legally required fiduciary, Everett Harris aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Everett Harris manages client assets based on their investment objectives and any restrictions they impose. Clients are responsible for informing Everett Harris of any changes to their objectives or needs.
Assets Under Management$11B
Clients717
Advisors10
Avg. per Client$15M
Avg. per Advisor$1.1B
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The maximum annual fee charged will not exceed 0.75%. Occasionally, flat fees are charged not to exceed the equivalent of 0.75%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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