Mark Harris Services offers continuous advice on investing money based on each client's individual circumstances, preferences, and goals. Mark Harris Services assesses client objectives, needs, restrictions, and current portfolio holdings to create a suitable investment program. Mark Harris Services also offers general financial guidance.
Assets Under Management$27M
Clients60
Advisors1
Avg. per Client$450K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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