D.R. Harris & Co. offers non-discretionary investment advice, meaning they provide recommendations on securities but clients make their own trades. They monitor client investments and recommend specific securities to buy or sell. The firm tailors advice to individual client needs, considering goals, risk tolerance, and values. They may provide other financially related services that do not involve giving investment advice on a security for compensation.
Fee Structure
D.R. Harris & Co. is compensated by a flat fee for monitoring your securities investments and providing periodic advice on which securities to buy or sell. The fee is determined based on the amount of work involved and is negotiable. Clients pay their advisory fees in advance, typically quarterly, semi-annually, or annually. Clients can obtain a refund on the unearned portion of the advisory fee by requesting it in writing.