Harris Wealth Management (HWM) manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. HWM works with clients to determine their investment goals and risk tolerance, then designs a written investment plan. HWM primarily recommends portfolios of passively managed mutual funds, including Dimensional Fund Advisors (DFA) funds. HWM also offers financial planning services covering areas like education, tax, retirement, and investments. HWM may recommend a fixed income manager for clients needing fixed income portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees may be negotiable in certain circumstances. In 2017 and prior years HWM followed a separate fee schedule, which remains in effect with clients who signed agreements with HWM during such period and who have not agreed to an amended advisory fee schedule.