Harris & Associates offers investment advice to individuals and other clients. They create tailored portfolios using stocks, bonds, ETFs, mutual funds, and other investments. They also provide consulting services on financial resources management, including budgeting, debt reduction, and savings strategies. Harris & Associates reviews portfolios at least annually and reallocates them based on client needs and goals.
Assets Under Management$38M
Clients61
Advisors1
Avg. per Client$620K
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.60% |
| $50K - $100K | 2.45% |
| $100K - $250K | 2.25% |
| $250K - $750K | 1.95% |
| $750K - $1.3M | 1.70% |
| $1.3M - $5.0M | 1.55% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.75% |
Clients may pay a fee that is lower than the published maximum schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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