Beaird Harris Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. They create investment strategies based on asset allocation and Modern Portfolio Theory. Financial planning services cover debt management, tax planning, retirement, college funding, and investments. Beaird Harris manages accounts with the client's stated objectives in mind.
Assets Under Management$1.9B
Clients769
Advisors18
Avg. per Client$2.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $10,000, effectively a $2,500 minimum quarterly fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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