Harrison Capital Management offers investment advice to help clients reach their financial goals. They create portfolios using stocks, bonds, exchange traded funds and mutual funds. Harrison Capital reviews and rebalances portfolios based on client needs and goals. They also provide retirement advice, acting as a fiduciary and disclosing any conflicts of interest.
Assets Under Management$30M
Clients28
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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