K.J. Harrison & Partners (USA) Inc. offers wealth management services, including financial advice and investment management tailored to individual needs. They help clients with investment objectives, risk tolerance, and tax circumstances. K.J. Harrison & Partners (USA) Inc. monitors portfolio performance and rebalances as needed. Clients grant the firm authority to make investment decisions without prior approval.
Assets Under Management$21M
Clients5
Advisors4
Avg. per Client$4.1M
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be negotiable depending on the nature of services, types of investments, portfolio makeup, and/or the complexity of the client's situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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