Allred Harris Wealth Management offers portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. They work with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. The firm manages investment portfolios on a discretionary or non-discretionary basis and may recommend separate account managers. They also offer Goal Planning and Monitoring Services, which may include advice on estate planning, risk management, budgeting, retirement planning, education funding, and investment portfolio design.
Fee Structure
Allred Harris Wealth Management's fees are individually negotiated and based on a percentage of the assets they manage. The maximum annual fees are:
- IAD accounts: 1.50%
- AMS accounts: 1.75%
- RJCS accounts: 1.75%
These fees may be part of a bundled fee program that includes brokerage, custody, and management fees. For some accounts, clients pay management fees separately from brokerage expenses.