Harrison Financial Planning provides financial planning and investment management services to individuals and businesses. Harrison Financial Planning creates customized financial plans covering cash flow, debt management, risk management, retirement, education, tax, and estate planning. For investment management, Harrison Financial Planning creates customized investment guidelines and manages portfolios on a discretionary basis. Harrison Financial Planning also offers educational workshops.
Assets Under Management$26M
Clients26
Advisors1
Avg. per Client$990K
Avg. per Advisor$26M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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