Harris Wealth Management provides investment advice and financial planning to individuals and families. They offer two investment management approaches: in-house customized portfolios using ETFs and stocks, and outside managers through platforms like Betterment and Altruist. Financial planning includes comprehensive and focused plans, covering retirement, insurance, debt, and education planning. Harris Wealth Management develops a target asset allocation based on each client’s unique circumstances.
Assets Under Management$13M
Clients5
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% fee for in-house investment management with a $1,000 minimum annual fee. 1% fee for outside manager (Betterment) with no minimum, but Betterment charges an additional 0.25% platform fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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