R. Kent Harris and Associates, Ltd. offers asset management through third-party managers and fee-based financial planning. The firm works with clients to create personalized management plans and written financial plans. RKH may recommend investments in bonds, private placements, real estate investment trusts, and limited investment partnerships.
Assets Under Management$57M
Clients153
Advisors1
Avg. per Client$370K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
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. Most clients engage in portfolio management through the use of a third-party manager. RKH will ensure that the aggregate fee charged by both RKH and the selected third-party manager will never exceed 3.00% of the total client assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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