R. Kent Harris and Associates manages investment portfolios and provides fee-based financial planning for individuals and families. When managing investments, R. Kent Harris and Associates often partners with outside money management firms to construct personalized portfolios tailored to each client's specific goals, risk tolerance, and needs. In addition to managing investments directly or through third-party managers, R. Kent Harris and Associates creates customized financial plans covering various long-term objectives. The firm works primarily with individual investors seeking long-term growth and professional guidance on their financial futures.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are negotiable based on client needs, objectives, timelines, and suitability. When utilizing third-party managers, the combined fee of R. Kent Harris and Associates and the third-party manager will not exceed 3.00%.