Harness Wealth is a referral service that connects clients with registered asset managers. Clients complete an online questionnaire, and Harness Wealth's platform recommends up to three advisors based on their needs and risk tolerance. Harness Wealth does not provide ongoing investment advice or manage client assets. Clients contract directly with the recommended advisor.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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Harness Wealth | TrueAdvisor