Mark Harris Services is a registered investment advisor located in Cameron Park, California, providing investment management and financial planning services. The firm designs and implements customized investment strategies focused on long-term capital appreciation, utilizing a combination of fundamental and technical analysis. While the primary focus is managing client portfolios on a non-discretionary basis—meaning Mark Harris discusses and gets approval for investment decisions—the firm also offers hourly financial planning services. Mark Harris Services serves individuals, high-net-worth clients, retirement plans, and various institutional clients. The firm operates independently and uses Scottrade Adviser Services as its custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally not negotiable, though the firm reserves the right to negotiate. Multiple accounts within a household are combined for fee calculation.