Harris Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in line with those plans. They also offer consulting services to pension plans, including guidance on investment options and monitoring money manager performance. Harris Wealth Management primarily advises on fixed income securities, equities, ETFs, and mutual funds.
Assets Under Management$8.2M
Clients43
Advisors1
Avg. per Client$190K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.90% |
| $4.0M - $5.5M | 0.80% |
| $5.5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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