Beaird Harris
Assets Under Management
$1.9B
Number of Clients
769
Number of Advisors
18
Avg. Portfolio per Client
$2.5M
Avg. Managed per Advisor
$106.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Beaird Harris Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. Beaird Harris provides continuous account monitoring, investment advice, and executes investment transactions based on the individual needs of the client. Financial planning services address debt management, tax and cash flow, death and disability, college planning, retirement, and investments.
Fee Structure
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 and may be waived for family members of associated persons. Minimum annual fee of $10,000, effectively a $2,500 minimum quarterly fee. The minimum annual fee may be reduced to $5,000 for young professionals or those with enhanced future earning capacity.
Fee Estimator
Areas of Practice
Location
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX, 75244