Harrison Capital Management offers investment advice to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. Harrison Capital primarily provides discretionary portfolio management services but may also provide non-discretionary portfolio management and financial planning services. Each client portfolio is tailored to the client’s needs, risk tolerance and suitability.
Assets Under Management$4.9M
Clients5
Advisors1
Avg. per Client$980K
Avg. per Advisor$4.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees may be negotiable in special circumstances. Fees and fee-paying arrangements with existing clients may differ from the schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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