Harris Financial Consulting provides financial planning, investment advice, portfolio advisement, retirement planning, philanthropic investment advice, financial document drafting, and educational seminars/workshops. They monitor client accounts but do not have discretionary authority, meaning clients make the final investment decisions. Investment offerings are limited to products offered by partnered broker-dealers/custodians, including stocks, bonds, mutual funds, and ETFs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 1.50% |
For retail advisory accounts, the annual fee is 1.50% of the portfolio value, charged monthly in advance for accounts valued at $50,001 or more. For client-directed retail investment accounts valued at or under $50,000, there is a $600 annual fee, with a monthly payment option of $50/month.