S Harris Financial Group offers customized wealth management services, including investment management and comprehensive financial planning, to individuals, high net worth individuals, families, and retirement plans. S Harris Financial Group acts as a legal fiduciary, constructing portfolios primarily from individual stocks, exchange-traded funds, mutual funds, bonds, and option contracts based on each client's goals, time horizon, and risk tolerance. In addition to core portfolio management, S Harris Financial Group provides specialized services such as insurance consulting through a partnership, divorce financial analysis, and retirement plan advisory services. Clients can engage the firm for comprehensive wealth management or choose standalone investment management and financial planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management and investment management fees range up to 2.00% and are negotiable based on the scope and complexity of services, assets managed, and overall relationship.