Harris Investment Advisors provides financial planning and investment management services to individuals, trusts, and estates. Services include financial planning, investment management, financial education, and insurance services. Harris Investment Advisors advises on cash flow, college planning, retirement planning, tax planning, and estate planning. Clients make the final investment decisions.
Fee Structure
Harris Investment Advisors manages assets primarily in no-load mutual funds and exchange-traded funds. They also advise on options to hedge portfolios. Fees are based on a percentage of the assets managed.
For accounts custodied at TD Ameritrade:
- First $1,000,000 — 1.00% to 1.25%
- Next $1,500,000 — 0.75% to 0.85%
- Next $2,500,000 — 0.50% to 0.70%
- Next $2,500,000 — 0.40% to 0.50%
- Next $10,000,000 — 0.25% to 0.30%
- Over $20 million — Negotiable
For accounts custodied at Fidelity:
- First $400,000 — 1.75%
- Next $350,000 — 1.25%
- Next $250,000 — 1.00%
- Next $2 million — 0.75%
- Next $7 million — 0.60%
- Next $15 million — 0.50%
- Over $25 million — Negotiable
Harris Investment Advisors receives 50% of the wrap fee program. The minimum annual fee is $500 and is NOT NEGOTIABLE.