Harrell Investment Partners offers customized investment management and continuous financial planning services for individuals, high-net-worth individuals, and charitable organizations. The registered investment advisor utilizes a four-step approach—discover, design, implement, and manage—to build personalized portfolios and financial outlines. Portfolios can be managed on a discretionary or non-discretionary basis, and the firm may select separate account managers through a wrap program with Raymond James. In addition to investment management, the firm provides financial planning that covers investment planning, retirement planning, personal savings, education savings, insurance needs, and estate planning. Harrell Investment Partners emphasizes a fiduciary commitment to act in the best interest of clients and maintains an institutional relationship with Raymond James as the primary qualified custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range up to 1.25% annually depending on services, assets, and relationship complexity. Subject to a minimum annual fee of $10,000. Fees are negotiable.