Harris Financial Services offers personalized financial advice and investment management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Harris Financial Services does not sell variable annuities, life insurance, disability insurance, long-term care insurance, stocks, bonds, mutual funds, or limited partnerships, but has suggested fixed annuities in the past and accepted commissions on them.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
HFSINC hourly fees and staff technical services hourly fees also apply. Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.