Harris and Harris Wealth Management Group, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Harris and Harris Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. Harris acts as a fiduciary, prioritizing client interests. Services include investment strategy, asset allocation, and portfolio monitoring. Financial planning covers retirement, investment, tax, insurance, college, debt, and estate planning. Harris may recommend unaffiliated money managers and receives a portion of their fee.
Assets Under Management$22M
Clients109
Advisors1
Avg. per Client$210K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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