Harris Wealth Management is a registered investment advisor based in California that offers customized investment portfolios and comprehensive financial planning for individuals, families, and related trusts. The firm builds tailored investment strategies using individual stocks, exchange-traded funds, and third-party model portfolios through platforms like Altruist and Betterment. In addition to managing investments, Harris Wealth Management creates structured financial plans covering retirement income, tax strategies, insurance needs, debt analysis, and education funding. The firm emphasizes a passive, low-cost, long-term investing approach and is led by sole owner Brian Harris, who holds the Chartered Financial Analyst designation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Applies to in-house management (with a $1,000 annual minimum) and Betterment for Advisors management (with a $0 minimum and an additional 0.25% Betterment platform fee). Fees are negotiable.